Quinn Capital LLC

Fee-Only (% of Portfolio)

Quinn Capital LLC manages investments for individuals, trusts, estates, charitable organizations, businesses, and pension plans. Quinn Capital focuses on increasing the value of client assets through investments in growth stocks with low valuations. The firm uses fundamental and technical analysis to make investment decisions, buying and holding strength and selling weakness.

Assets Under Management$24M
Clients35
Advisors1
Avg. per Client$680K
Avg. per Advisor$24M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K+1.50%

Fees are non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm