Jack Kowal is a CFP-designated registered investment advisor at Quantum Financial Services INC., based in Indianapolis, IN, with 27 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 96 clients with $590M 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 $400K | 1.00% |
| $400K - $750K | 0.75% |
| $750K+ | 0.50% |
Individual bonds: 0.25%. No charge for holding cash or cash equivalents. Fees may be negotiable.
Fee Estimator
Location
7400 North Shadeland Ave, Suite 220, Indianapolis, IN, 46256
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Quantum Financial Services INC.
State Registrations3 states
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