Giridhar Reddy is a CFA-designated registered investment advisor at Quantum Capital Advisors, LLC, based in Park City, UT, with 13 years of industry experience. Giridhar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $940M 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 $100.0M | 1.00% |
| $100.0M - $250.0M | 0.85% |
| $250M+ | 0.75% |
Minimum asset level of $25,000,000 generally required for the QSCE Strategy, but may be waived at the firm's discretion.
Fee Estimator
Location
Park City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Quantum Capital Advisors, LLC
State Registrations1 state
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