Ann Quinn is a registered investment advisor at Goldman Sachs Wealth Services, L.P., based in Cohoes, NY, with 38 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 121,236 clients with $26B in assets under management.
Compensation
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Fee Structure
Goldman Sachs Wealth Services charges fees for managing your investments, which are calculated as a percentage of the assets in your account. There are two main fee models:
- Strategy-based fees: Fees are based on the specific investment strategy used.
- Comprehensive Pricing Program (CPP): A comprehensive fee model with a maximum advisory fee of 1.50%. This model is suitable for clients who invest across a number of asset classes.
In addition to advisory fees, you may also pay transaction fees, custody fees, and underlying fund fees. Fees are negotiable and can vary based on factors like the services provided, the amount you invest, and any corporate affiliations.
Location
100 Coliseum Drive, Cohoes, NY, 12047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
Goldman Sachs & CO. LLCBroker
Previous Registrations
Mercer Allied Company, L.P.Broker
Goldman, Sachs & CO.Broker
Iwamoto Kong & CO INC
Dolphin Securities, INC.Broker
Edward JonesBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
Moseley Securities CorporationBroker
State Registrations53 states
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.