Quest 10 Wealth Builders offers portfolio management based on individual client goals, financial planning, and educational seminars. They create an Investment Policy Statement for each client to guide investment decisions. They may also recommend third-party money managers. The firm's investment advice is limited to mutual funds, equities, bonds, ETFs, and other specified securities.
Assets Under Management$190M
Clients428
Advisors3
Avg. per Client$440K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.30% |
| $1M+ | 1.30% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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