Quantum Capital Management offers investment advisory services to individuals, businesses, trusts, and pension/profit sharing plans. They provide discretionary investment management for a fee based on a percentage of the value of the assets they manage. Quantum Capital Management does not offer financial planning, estate planning, or accounting services. They may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 1.00% |
| $100.0M - $250.0M | 0.85% |
| $250M+ | 0.75% |
Quantum Capital Management generally requires a $5 million per client minimum for investment management services. However, Quantum Capital Management, in its sole discretion, may charge a lesser investment management fee or waive the $5 million client minimum based upon certain criteria.