Quest Investment Portfolio Management provides investment advice and manages investment portfolios for individuals, high-net worth individuals, pension and profit-sharing plans, corporations, trusts, and estates. Quest primarily uses no-load mutual funds and ETFs. Quest manages accounts on a discretionary or non-discretionary basis, depending on the client’s preference. Client portfolios are monitored, and transactions are made to achieve the client's investment objectives.
Assets Under Management$21M
Clients28
Advisors1
Avg. per Client$760K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees, account minimums, and payment terms are negotiable depending on the client's unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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