Quattro Advisors offers financial advisory services to individuals, trusts, estates, and business entities. They work with clients to understand their financial position and goals, considering risk tolerance and other concerns. Quattro invests in various instruments, including stocks, bonds, mutual funds, and private funds. They also provide financial planning services, considering personal situations, income needs, and risk tolerance. Quattro tailors its advisory services to each client's needs.
Assets Under Management$520M
Clients331
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.20% to 1.5% based on the value of your portfolio, per annum. Certain clients may have more favorable fee arrangements depending on the amount invested, including a flat annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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