Quint Capital Management (QCM) offers investment advice, asset allocation, and asset management to individuals and institutional investors. QCM provides recommendations to help clients meet their financial goals. QCM manages client investment portfolios based on individual needs and objectives. Investment management services are offered on a discretionary or non-discretionary basis. Client assets are held by independent custodians.
Assets Under Management$160M
Clients103
Advisors8
Avg. per Client$1.6M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is up to 2% per year, including all sub-advisory fees. Total fees will not exceed 3% of assets. Exceptions to the established fee schedule can be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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