John Weisbrod
John Weisbrod is a ChFC-designated registered investment advisor at Quantum Financial Advisors INC, based in Pittsburgh, PA, with 43 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 362 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable at Quantum Financial Advisors' discretion.
Fee Estimator
Location
604 McKnight Park Drive, Pittsburgh, PA, 15237
Get directionsHistory
Regulatory History (1)
Regulatory
June 1999Other Business Activities
Since 2017, John has been an assistant at Think of Us Travel, LLC, a non-investment related travel firm, assisting with marketing and accounting. This activity requires a few hours per week.
Employment History
Current Registrations
Quantum Financial Advisors INC
Previous Registrations
Wrp Investments, INC.Broker
Staar Financial Advisors INC
Olde Economie Financial Consultants, LTD.Broker
Staar Financial Advisors INC
Hornor, Townsend & Kent, INC.Broker
Janney Montgomery Scott INC.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.