Quorum Advisors offers investment advisory services, including assistance with retirement plans, education savings accounts, estate planning, and charitable giving accounts. Quorum provides three types of discretionary investment advisory services: Asset Manager Series, Quorum Portfolio, and Sector Rotation Portfolio. Clients grant Quorum full authority to make investment decisions without prior consultation, but Quorum will consider reasonable client instructions.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $100K | 1.00% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Asset Manager Series Accounts and Sector Rotation Portfolio Account charge 1% plus a performance fee. In the Asset Manager Series Accounts and the Quorum Portfolio Accounts, a Performance fee is incurred when an annualized return is 20% or greater.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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