Quantum Solutions, Inc. provides coordinated and comprehensive financial and business planning, along with investment portfolio management for individuals and closely held businesses. The firm helps clients define their investment goals, risk tolerance, and tax situation, utilizing third-party money managers to build diversified portfolios. In addition to investment management, Quantum Solutions assists with employee benefits, employer-sponsored retirement plans, business succession, and estate planning. The firm emphasizes written financial plans and coordination across personal and business needs.
Assets Under ManagementN/A
Clients2
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.75% |
| $300K - $600K | 0.60% |
| $600K - $750K | 0.55% |
| $750K - $1.0M | 0.50% |
| $1M+ | 0.40% |
Fees are paid in arrears and may be negotiated at the client's request based on assessment.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...