John Bauman is a registered investment advisor at Qm Advisors LLC, based in Inlet Beach, FL, with 7 years of industry experience. John 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
Inlet Beach, FL
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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
John works as a Manager and Business Analyst for UnitedHealthcare, a healthcare insurance provider, dedicating about a quarter of his time. He also serves as a Real Estate Administrator, VP, S, and T for Kimberly Bauman, P.A., a professional real estate corporation, spending a few hours per week.
Employment History
Current Registrations
Qm Advisors LLC
Previous Registrations
Capital Research Advisors, 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.