PQ
PQ

Paul Quinn

18 Years of Experience
Bozeman, MT

Paul Quinn is a registered investment advisor at Quinn Capital LLC, based in Bozeman, MT, with 18 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $24M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$683K average
Assets Under Management
$23.9M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K+1.50%

Fees are non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bozeman, MT

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Quinn Capital LLC
April 2007 - Present · 19 yrs 1 mo
State Registrations2 states
CAMT
Advisor

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.

Exams
No exam information available for this advisor.
Paul Quinn - Financial Advisor | TrueAdvisor