Austin Roncancio is a registered investment advisor at Quantumvest, INC., based in Scottsdale, AZ, with 8 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $30M 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 $5.0M | 2.00% |
| $5M+ | 1.75% |
Fees may be negotiable. Accredited or qualified clients may be charged a performance-based fee of 2.00% of assets plus 20% of profits.
Fee Estimator
Location
5111 N. Scottsdale Road, Suite 211, Scottsdale, AZ, 85250
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2024Other Business Activities
Austin has a 20% ownership stake in Fresh Air LP, an HVAC company, since 2011, dedicating minimal time. Austin also owns Purple Enterprises, an automotive company, since May 2021, dedicating minimal time.
Employment History
Current Registrations
Quantumvest, INC.
State Registrations3 states
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.