Quish offers personalized financial planning and investment management services. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Quish is a fee-only firm, meaning it's compensated based on the value of your portfolio.
Assets Under Management$110M
Clients16
Advisors1
Avg. per Client$7.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and range between 0.75% and 1.5% of assets under management, depending on the extent of financial planning work involved. A few clients pay a lower fee than 0.75% because of family relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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