Jens Spitta is a registered investment advisor at Qca Capital Management INC, based in Los Angeles, CA, with 55 years of industry experience. Jens operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 117 clients with $230M 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 $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. Schedule applies to "Growth" and "Growth & Income" strategies. "Income" strategy fees: Less than $999,999: 0.75%, Between $1,000,000 - $4,999,999: 0.50%, Between $5,000,000 - $9,999,999: 0.40%, Over $10,000,000: negotiable. "Focused Equity" strategy fees: Between $1,000,000 - $9,999,999: 2.0%, Between $10,000,000 - $24,999,999: 1.50%, Over $25,000,000: Negotiable.
Fee Estimator
Location
11111 Santa Monica Blvd, Suite 1650, Los Angeles, CA, 90025
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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
Qca Capital Management INC
Quincy Cass Associates, IncorporatedBroker
Previous Registrations
Quincy Cass Associates, INC.
State Registrations1 state
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