Quantum Financial Advisors offers investment management and financial planning services to individuals, families, and businesses. Investment management services are offered at different service levels based on the amount of assets managed. Financial planning services are offered on a stand-alone basis for a fee. Quantum Financial Advisors also provides retirement plan consulting services to plan sponsors.
Assets Under Management$510M
Clients362
Advisors10
Avg. per Client$1.4M
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable at Quantum Financial Advisors' discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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