Quest Wealth Management (QWM) is a fee-based investment management firm. QWM offers ongoing portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. QWM creates a Client Profile for each client, which outlines the client’s current situation and then constructs a strategy to aid in the selection of a portfolio that matches each client’s specific situation. Investment advice is provided with the client making the final decision on investment selection.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.50% |
| $750K+ | 1.00% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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