Quantitative Asset Management (QAM) offers personalized investment advice and manages investment portfolios for various clients, including high-net-worth individuals, company retirement plans, corporations, trusts, and estates. QAM aims to balance risk with real returns, seeking undervalued assets for strong growth. They consider economic trends and company financial statements when making investment decisions. QAM's goal is to help clients achieve their financial objectives through customized services and regular reviews.
Assets Under Management$160M
Clients176
Advisors2
Avg. per Client$930K
Avg. per Advisor$82M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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