Emmanuel Ike
Emmanuel Ike is a registered investment advisor at Quantum Financial Advisors INC, based in Rockville, MD, with 30 years of industry experience. Emmanuel 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
51 Monroe Street, Suite 1902, Rockville, MD, 20850
Get directionsHistory
Regulatory History (1)
Financial
November 2018Other Business Activities
Emmanuel is a member of the Association of Certified Fraud Examiners and the Pennsylvania Institute of Certified Public Accountants. He is also the President of Precept Consulting, Inc. providing accounting services and tax preparation (taking about half of Emmanuel's time) and a Director/Officer of The Blessing Foundation (dedicating about 10-20% of his time).
Employment History
Current Registrations
Quantum Financial Advisors INC
Previous Registrations
Avantax Investment Services, INC.Broker
Ameriprise Financial Services, INC.Broker
H.D. Vest Investment ServicesBroker
PFS Investments INC.Broker
Olde Economie Financial Consultants, LTD.Broker
The Advisors Group, INC.Broker
PFS Investments INC.Broker
H.D. Vest Investment Securities, INC.Broker
First American National Securities, 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.