Quantrel Hedrick is a CFP-designated registered investment advisor at Box Financial Advisors, LLC, based in Grapevine, TX, with 4 years of industry experience. Quantrel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more. Their firm serves 235 clients with $97M 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 $100K | 1.00% |
| $100K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
Fees are negotiable. Accounts under $100,000 are charged a flat $1,000 fee.
Fee Estimator
Location
1600 W Northwest Hwy, Suite 300, Grapevine, TX, 76051
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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 Activities
Quantrel spends 100% of his time on advisory services with Baker Tilly Wealth Management, LLC. His salary and variable compensation are paid by Baker Tilly Advisory Group, LP.
Employment History
Current Registrations
Box Financial Advisors, LLC
Previous Registrations
Baker Tilly Wealth Management, LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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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