Elizabeth Greulich
Elizabeth Greulich is a CFP-designated registered investment advisor at Quantum Financial Advisors, LLC, based in Santa Monica, CA, with 11 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 451 clients with $1.5B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Maximum annual fee will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Location
530 Wilshire Blvd, Ste 206, Santa Monica, CA, 90401
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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 →Employment History
Current Registrations
Quantum Financial Advisors, LLC
Previous Registrations
Abacus Wealth Partners
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
Additional Information
I was drawn to this field because my personal experience with "Financial Advisors" had been very disappointing, with a high pressure, "you don't need to worry about this" attitude.
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