Quantum Leap Capital provides investment advice to individuals, high net worth individuals, trusts, and estates. For clients with over $1,000,000, they offer wealth management services, including financial planning and investment portfolio management. For clients with less than $1,000,000, they offer standalone investment management. They also offer financial planning services, either as part of wealth management or under a separate agreement. Quantum Leap Capital may also serve as the investment manager to a private fund.
Assets Under Management$110M
Clients141
Advisors3
Avg. per Client$810K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 0.75% |
| $600K - $2.5M | 0.50% |
| $2.5M - $23.6M | 0.25% |
| $23.6M+ | 0.13% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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