Quest Investment Firm offers investment advice primarily in growth stocks, ranging from small to large cap, tailored to individual client goals. The firm manages retirement accounts with investment objectives from conservative to aggressive, using ETFs, stocks, or other investment vehicles. Quest Investment Firm also provides wealth management services to private clients, including budgeting, bill paying, and asset allocation.
Assets Under Management$1.9M
Clients11
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are not fixed for all clients, meaning that not every client is charged the same percentage. The fees are only different and not fixed for a 401k-plan account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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