Quality Asset Management (QAM) provides investment advice and manages investment portfolios for individuals and high-net-worth individuals. QAM works with clients to determine their financial situation, objectives, and risk tolerance, then constructs an asset allocation to fit their needs. QAM rebalances portfolios quarterly and may adjust the asset allocation based on market conditions. QAM primarily uses mutual funds and ETFs to build globally diversified portfolios.
Assets Under Management$64M
Clients17
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$6M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.96% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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