Quadrant Capital Group, operating under several business names including Constellation Wealth Advisors, provides customized investment management and wealth advisory services primarily to high-net-worth individuals, trusts, estates, and private investment funds. The firm acts as a legally required fiduciary, investing client assets in domestic and international stocks, bonds, mutual funds, exchange-traded funds, separately managed accounts, and alternative investments through a proprietary private capital platform. In addition to traditional portfolio management, Quadrant Capital Group utilizes an Investment Committee to oversee strategies, conducts rigorous due diligence on third-party managers, and employs artificial intelligence strictly for internal operational efficiency and administrative support. The firm manages billions in client assets with offices located in Cincinnati, Ohio, and Nashville, Tennessee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally based on assets under management and do not exceed 1.00% annually, or may be structured as flat fees not exceeding $500,000 annually. The firm maintains a standard minimum annual fee of $20,000. Fees are negotiable.