Quality Wealth Care is an independent registered investment advisor founded in 2006, located in Spring, Texas. The firm provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and businesses. Services cover cash flow management, retirement planning, estate planning, education funding, and ongoing portfolio supervision. Quality Wealth Care utilizes a strategic asset allocation approach with a core and satellite strategy, investing across stocks, mutual funds, exchange-traded funds, certificates of deposit, and other securities. The firm does not sell commissioned products like annuities or insurance policies. Advisory services are provided on a discretionary basis under a limited power of attorney, with accounts custodied at third-party financial institutions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Rates are 1.0% for 529 college savings accounts, accounts held at investment companies, and separately managed accounts at life and annuity companies, and 2.0% for all other account types. Fees are negotiable for accounts of $1,000,000 or more.