Quantumleap Wealth Management manages individually tailored investment portfolios for clients based on their individual needs. They develop a personal investment policy or plan with an asset allocation target and manage a portfolio based on that policy. They gather information about a client's objectives, time horizons, risk tolerance, and liquidity needs.
Assets Under Management$7.3M
Clients9
Advisors1
Avg. per Client$810K
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...