Quantact Capital Advisors offers financial planning and investment management services. Financial planning covers areas like cash management, risk management, insurance, estate planning, taxes, retirement, and education funding. Investment management involves creating individualized portfolios based on client objectives and risk tolerance, using securities like bonds, stocks, mutual funds, and exchange-traded funds. The firm emphasizes risk control and uses value, safety, and quality principles.
Assets Under Management$1.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable based on the size of the account. Accounts may be aggregated to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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