Quayle Financial Group manages investment portfolios and offers personalized financial guidance for individuals, families, and businesses. Quayle Financial Group builds tailored portfolios using no-load mutual funds, exchange-traded funds, individual stocks and bonds, and annuities, matching investments to each client's risk tolerance and time horizon. Quayle Financial Group incorporates certified financial planning into its wealth management services without any separate planning fees. The investment approach is long-term and fundamental, avoiding high-risk products like hedge funds or options unless specifically requested. Clients can set restrictions on certain stocks or sectors. Quayle Financial Group operates on a discretionary basis, meaning the team makes trades on the client's behalf after consultation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable.