Harold Gay is a registered investment advisor at Qm Advisors LLC, based in Peachtree City, GA, with 10 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 159 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
QM Advisors offers portfolio management services, charging a negotiated fee up to a maximum of 1.5% annually, based on the value of the assets in your account. The fee is calculated quarterly. You can terminate the agreement with 30 days' written notice.
Location
Peachtree City, GA
Get directionsHistory
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
Harold is a licensed insurance agent and may offer clients advice or products related to insurance, which presents a potential conflict of interest. He also serves on the Board of Trustees for the Whitfield Healthcare Foundation and is involved with DOC-UP, dedicating minimal time to each.
Employment History
Current Registrations
Qm Advisors LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
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.