Assets Under Management
$125.0M
Number of Clients
176
Number of Advisors
2
Average Client AUM
$710K
AUM per Advisor
$62.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Quantum Capital Investments provides discretionary asset management services based on client goals and risk tolerance. They also offer financial planning services, including full financial plans covering various aspects of an investor's financial life. Additionally, they offer ERISA plan services to qualified retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.25% |
Fees are negotiable.
IL, United States