Quantumvest offers investment advice, securities, and other financial services. Quantumvest specializes in helping high net worth individuals and business owners design and implement long-term buy and hold investing strategies. Quantumvest manages assets on a discretionary basis, meaning they can make trades without your express permission, but trading activity is generally limited to minimize costs.
Assets Under Management$30M
Clients178
Advisors2
Avg. per Client$170K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.75% |
Fees may be negotiable. Accredited or qualified clients may be charged a performance-based fee of 2.00% of assets plus 20% of profits.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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