Quantum Financial Services Inc. manages investment portfolios and offers financial planning services to individuals, high net worth individuals, and businesses. Quantum designs portfolios using stocks, bonds, mutual funds, and other investments. Clients have the opportunity to approve or disapprove investment selections.
Assets Under Management$590M
Clients96
Advisors2
Avg. per Client$6.2M
Avg. per Advisor$300M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $750K | 0.75% |
| $750K+ | 0.50% |
Individual bonds: 0.25%. No charge for holding cash or cash equivalents. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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