Quan-Vest Consultants provides investment management consulting services. This includes helping clients find investment managers and custodians, performing asset allocation studies, monitoring portfolios, and developing investment policies. Quan-Vest does not manage client assets directly or offer brokerage services. The firm tailors its advice to each client's individual needs and circumstances.
Assets Under ManagementN/A
Clients45
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.15% |
| $10.0M - $20.0M | 0.10% |
| $20.0M - $120.0M | 0.04% |
| $120.0M - $220.0M | 0.03% |
| $220M+ | 0.01% |
With client approval, Quan-Vest may impose a minimum annual fee. Clients may negotiate fees. In certain circumstances, Quan-Vest may offer a discounted fee arrangement or other asset-based fee arrangement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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