Quantum Financial Partners manages investment portfolios and provides personalized financial advisory services for individuals, small businesses, and foundations. Quantum Financial Partners focuses on tailoring investment strategies to each client's specific goals, risk tolerance, and objectives through individual account management. The firm primarily selects publicly traded stocks, bonds, mutual funds, exchange-traded funds, and limited partnerships. Quantum Financial Partners also serves as the general partner and investment manager for a private pooled fund. The firm emphasizes direct discussions with clients to understand their financial needs and operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual asset-based fees range from 0.70% to 1.50% and are negotiated based on the type of account, level of service, and other account-related factors.