Quantum Financial Planning Services offers personalized financial planning and investment management. Their services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Quantum works with clients and their other trusted professionals to provide financial planning consultation and overall coordination on a personal basis. They offer initial financial planning, ongoing financial planning, and asset management services.
Fee Structure
Quantum Financial Planning Services charges an annual percentage fee based on the value of your investments, billed quarterly. The specific fee depends on the amount of assets managed, the complexity of services, and the overall relationship.
Assets under $500,000 any given quarter are billed a flat fee of $1,250 that quarter. This minimum fee may be negotiable.
