QL
QL

Quinn Longhurst

1 Year of Experience
Logan, UT

Quinn Longhurst is a registered investment advisor at Andina Advisors, based in Logan, UT, with 1 years of industry experience. Quinn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 711 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
711 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are calculated in advance based on quarter-ending market values at a maximum rate of 2.00% annually. Cash, cash equivalents, and certain exchange-traded funds in flex accounts are charged a reduced fee of 0.20% per annum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1300 N 200 E, Suite 112, Logan, UT, 84341

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Andina Family Offices
April 2024 - Present · 2 yrs 6 mos
State Registrations1 state
UT
Advisor

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
No exam information available for this advisor.
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