Janessa Carrillo

Quincy Wells Advisors tailors its investment management fees to each client, offering options that include percentage of portfolio assets, hourly charges, flat fees, or a combination. Fees are generally billed in advance based on the average daily balance of the account, though initial monthly fees are billed in the following month. The firm notes that total annual compensation, when combined with transaction-based or affiliate fees, generally does not exceed 2.5%. There are no mandatory minimum account sizes or minimum annual fees required to work with the firm.