Quantum Financial Planning Services is an independent, fee-only registered investment advisor founded in 1979 and based in Spokane, Washington. The firm specializes in comprehensive financial planning and investment management for individuals, families, trusts, estates, and small businesses. Quantum takes a holistic approach, coordinating retirement planning, tax strategies, cash flow management, estate planning, education funding, and insurance reviews. The firm constructs globally diversified portfolios using mutual funds and exchange-traded funds, tailored to each client's specific goals and risk tolerance. Quantum offers both discretionary investment management (where they make trades on your behalf) and non-discretionary services, as well as specialized ongoing planning for real estate professionals. The firm is owned by C. Eric Christiansen, Micah Coski, and Jordan Curnutt.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%, billed quarterly. Accounts under $500,000 are subject to a minimum quarterly fee of $1,250 ($5,000 annually). Fees are negotiable.
