Quantitative Process provides investment advice to retirement plans, individuals, endowments, and trusts. For retirement plans, they offer both recommendations and full investment control. For individuals, they focus on creating investment strategies based on your risk tolerance, using mutual funds and ETFs. They monitor performance and expenses, and report results.
Assets Under Management$500M
Clients205
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable and will be based on the asset size, complexity and magnitude of the advisory services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...