Quinc Pearcy is a registered investment advisor at Fort Advisors INC, based in Waco, TX, with 12 years of industry experience. Quinc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 414 clients with $150M 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 | 2.50% |
Asset management fees range from 0 to 2.50% annually, billed monthly in arrears based on the daily average account value.
Fee Estimator
Location
6701 Sanger Ave. Suite 105B, Waco, TX, 76710
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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 →Other Business ActivitiesSells Insurance
Quinc is a partial owner of HCAA, LLC, a physical therapy company, and manages payments/payroll, dedicating a few hours per week. Quinc also owns Pearcy Retirement Solutions and works as an insurance representative, spending about half their time on this investment-related activity, and is a sales representative for Fort Wealth Management, spending about a quarter of their time.
Employment History
Current Registrations
Fort Advisors INC
Previous Registrations
Corecap Advisors
Alphastar Capital Management, LLC
State Registrations1 state
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
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