QuadCap Wealth Management offers personalized investment management, financial planning, tax preparation, and estate planning services primarily to high-net-worth individuals and families. QuadCap creates tailored investment strategies using a mix of equities and fixed income, managing accounts on both a discretionary and non-discretionary basis. In addition to portfolio management, QuadCap provides comprehensive financial planning, retirement projections, and family office services. The firm also offers specialized services such as full-service tax preparation and technology-assisted estate planning using third-party artificial intelligence tools. QuadCap acts as a fiduciary, putting client interests first, and works closely with outside custodians like Charles Schwab to manage client accounts. The firm may also recommend third-party independent managers when appropriate for a client's goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is capped at a maximum of 1% of assets under management. Fees are negotiable at the adviser's discretion based on complexity, relationship length, and account size.