Simon Quick Advisors offers comprehensive wealth management, investment consulting, financial planning, and tax planning services to individuals, families, and institutions. Simon Quick Advisors manages investment portfolios on both a discretionary (making trades without asking first) and non-discretionary basis. In addition to traditional stock and bond portfolios, Simon Quick Advisors frequently allocates client assets to private investment funds, independent managers, and alternative investment strategies. Simon Quick Advisors also provides specialized administrative services, such as bill-paying, bookkeeping, and tax compliance. Simon Quick Advisors serves clients primarily through its principal office in Morristown, New Jersey, focusing on high-net-worth clients, families, and business owners.
Fee Structure
Simon Quick Advisors charges an annual fee based on a percentage of your portfolio or a fixed fee, with a minimum annual fee of $20,000. Fees are negotiated based on the value of assets, account complexity, and other factors. Investment advisory fees are calculated based on the average daily balance and billed quarterly in arrears. Note that third-party independent managers or underlying private investment funds may charge separate, additional management fees and performance fees.