Wealth Quarterback manages investment portfolios and provides personalized financial planning and consulting services for individuals, high-net-worth individuals, charitable organizations, and retirement plans. Wealth Quarterback creates customized asset allocations based on each client's investment objectives and risk tolerance. In addition to standard investment management, the firm offers specialized strategies, including an aggressive tactical managed strategy that uses leveraged and inverse exchange-traded funds. Wealth Quarterback also provides stand-alone financial planning covering areas such as retirement, estate planning, and insurance analysis, as well as educational seminars. The firm maintains affiliations that allow its representatives to offer securities brokerage and insurance products on a commission basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual advisory fees range from 1.00% to 1.75%, consisting of a base fee of 1.00% to 1.25% plus an additional 0.50% for clients utilizing the tactical managed strategy. Fees are negotiable.