QuadCap Wealth Management offers customized investment programs based on clients' goals and risk tolerance. Services include discretionary and non-discretionary account management, and financial planning covering retirement, education, insurance, debt management, investments, tax, and estate planning. QuadCap can recommend outside professionals for implementation, but clients make all final decisions. They also offer tax preparation services and can serve as a trustee.
Assets Under Management$1.1B
Clients532
Advisors15
Avg. per Client$2.1M
Avg. per Advisor$76M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable and can vary amongst clients.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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