Quam Wealth Advisory Group (QWA) provides investment management and financial planning services to individuals, trusts, corporations, partnerships, retirement plans, and other entities. QWA analyzes clients' financial situations, investment objectives, and risk tolerance to create suitable portfolios. They also offer financial planning services covering asset allocation, retirement planning, cash flow projections, insurance planning, and estate planning. QWA does not participate in wrap fee programs.
Assets Under Management$6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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