Mariah Quish is a registered investment advisor at Quish, based in Boulder, CO, with 13 years of industry experience. Mariah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 16 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and range between 0.75% and 1.5% of assets under management, depending on the extent of financial planning work involved. A few clients pay a lower fee than 0.75% because of family relationship.
Fee Estimator
Location
1123 Spruce Street, Suite 303, Boulder, CO, 80302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Quish
State Registrations1 state
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