Quayle Asset Management (QAM) offers investment and financial planning services. QAM evaluates your financial situation and risk tolerance to recommend suitable investments. QAM primarily uses mutual funds and exchange-traded funds (ETFs). QAM monitors accounts daily and discusses transactions with clients before placing trades, except for pre-approved rebalancing or transactions.
Assets Under Management$38M
Clients80
Advisors1
Avg. per Client$480K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are non-negotiable, but QAM reserves the right to give discounts to employees, family of employees, and to clients as a reward for longevity of their relationship with QAM. Clients pay will have no additional charge for financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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