Quantitative Solutions provides financial planning and portfolio management services. At the start of the relationship, Quantitative Solutions discusses the client's investment experience, financial circumstances, and goals. Clients can choose to have Quantitative Solutions prepare a full financial plan. Quantitative Solutions manages investment portfolios on a non-discretionary basis, meaning clients must approve each trade. Quantitative Solutions uses Betterment as a custodian and broker/dealer for some clients.
Assets Under Management$11M
Clients7
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees negotiable for accounts over $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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