Quarve Associates, LLC is a Connecticut-registered investment advisor. They offer investment supervisory services, managing client funds based on individual needs and goals. They also provide financial planning and consulting services, creating detailed financial plans to help clients achieve their objectives. Recommendations are tailored to each client's specific circumstances, gathered through questionnaires and discussions.
Assets Under Management$48M
Clients14
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees and annual minimums are negotiable based on various criteria. Discounts may be offered to family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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