Quint Capital Management LLC offers discretionary and non-discretionary portfolio management, asset allocation, and related investment services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm utilizes strategic asset allocation, combining mutual funds, exchange-traded funds, and individual stocks, alongside separate account managers when appropriate. Quint Capital Management tailors its approach based on individual goals, risk tolerance, and investment policy statements. Services are provided through accounts custodied primarily with RBC Clearing and Custody, utilizing an affiliated broker-dealer, Quint Capital Corporation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard fee is up to 2.00% per year, billed quarterly in arrears. Fees are negotiable based on relationship history, asset type, account size, volume, and required services.