Brian Joseph Quinn

Vivaldi Capital Management LP

18 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Vivaldi Capital Management LP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

2,270 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$4.6B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.25%
$2.0M - $10.0M	0.95%
$10.0M - $25.0M	0.85%
$25M+	0.75%

Management Fee may vary based on client-specific factors. Related family assets are aggregated for calculating fee breakpoints. Certain clients may receive a discount based on the limited scope of services being provided or during the initial period of investment.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

225 West Wacker, Suite 2100, Chicago, IL, 60606

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History

Regulatory History (1)

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