Quigley Financial is a fee-only financial planning firm that helps clients with investment planning, tax planning, risk analysis, retirement planning, and estate planning. They offer comprehensive wealth management, portfolio management, and specific financial planning services. Quigley Financial uses no-load mutual funds and Exchange Traded Funds (ETFs) as primary investment securities.
Fee Structure
Quigley Financial offers portfolio management services for clients who want ongoing investment oversight without comprehensive financial planning. The minimum annual fee for this service is $8,000, depending on the complexity of the client’s assets and the level of involvement by Quigley Financial. Quigley Financial uses no-load mutual funds and Exchange Traded Funds (ETFs) as the primary investment securities.
