Jordi Bakovic-Quiroga is a CFP-designated registered investment advisor at Tqm Wealth Partners, based in Marblehead, MA, with 3 years of industry experience. Jordi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Estate Planning, and 3 more. Their firm serves 65 clients with $120M 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 $1.0M | 1.30% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable. Firm may recommend third-party investment managers with fees ranging from 0.95% to 1.30%, with TQM receiving a portion ranging from 0.65% to 1.00% for consultation services.
Fee Estimator
Location
122 R Washington St, Marblehead, MA, 01945
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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
Tqm Wealth Partners
State Registrations1 state
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