Quilt Investment Management offers ongoing portfolio management services, creating investment plans based on each client's financial situation, risk tolerance, and goals. While QIML considers client engagement necessary for creating and maintaining an investment policy statement, QIML does not offer financial planning services on a stand-alone basis, and does not create financial plans. QIML generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation-linked bonds, REITs, preferred stocks and non-US securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable. QIML also offers performance-based fees for qualified clients, where they pay 25% of capital appreciation over a 6% annual hurdle rate.