Quest Investment Management provides investment management services, primarily investing in growth stocks and fixed income securities. Quest uses fundamental, thematic, and economic analysis to make investment decisions. For individual clients, Quest establishes investment objectives through personal discussions and creates a portfolio based on those objectives. Quest also serves as a sub-advisor to other firms and advises real estate pooled trusts.
Assets Under Management$1.7B
Clients125
Advisors6
Avg. per Client$14M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fee schedule combines Retail Large Cap Equity, Retail CAAS, Institutional Large Cap Equity, and Conservative Capital Asset Allocation Strategy fees. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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