Quantum Capital Investments offers personalized investment management and financial planning services to individuals, high net worth families, businesses, and retirement plans. Quantum Capital Investments builds customized portfolios based on each client's specific goals, time horizon, and risk tolerance, and has the authority to make trades without asking first. In addition to standard portfolio management, Quantum Capital Investments offers option-based strategies such as box spreads for eligible clients with larger taxable accounts. Quantum Capital Investments also provides comprehensive financial planning covering retirement strategies, cash flow analysis, tax reduction strategies, estate preservation, and risk management. Furthermore, Quantum Capital Investments acts as a retirement plan consultant for qualified employer plans like 401(k) plans. Quantum Capital Investments is owned by John Henek and Joshua Betancourt and operates out of River Forest, Illinois.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.25% |
Fees are billed quarterly in arrears. Box spreads are charged 0.50% annually on the amount borrowed. Fees are negotiable based on historical relationships, account composition, and other factors.