Quality Wealth Care provides financial planning and investment management services. This includes helping clients determine financial objectives, identify financial problems, manage cash flow, plan for retirement and estate matters, and fund education. The firm is fee-based and does not sell commissioned products. Clients maintain control of their accounts.
Assets Under Management$640K
Clients10
Advisors1
Avg. per Client$64K
Avg. per Advisor$640K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Quality Wealth Care charges a percentage of your investments each year.
- 1.0% for College 529s; Accounts held at Investment companies; Separately Managed accounts held at Life and Annuities companies
- 2.0% for all other account types
Fees are negotiable for accounts worth $1,000,000 or more.
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