Quraishi Wealth Management (QWM) provides investment management and financial planning services to individuals and high-net-worth individuals. QWM offers ongoing asset management, determining investment goals, and risk tolerance. Financial planning includes evaluating current and future financial states, predicting cash flows, and developing retirement and estate plans. QWM also offers ongoing financial planning services to clients with assets under $250,000.
Assets Under Management$55M
Clients88
Advisors1
Avg. per Client$630K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees may be negotiable. When QWM participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of up to 0.18%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...