Quaker Wealth Management, LLC offers personalized asset management and financial planning services designed to help individuals and families build, maintain, and transition wealth. The firm builds customized investment portfolios using exchange-traded funds and mutual funds based on a disciplined and active approach. While financial planning is typically included as part of asset management, clients may also engage Quaker Wealth Management for standalone financial planning on a fixed-fee basis. For high-net-worth clients with at least $5 million in investable assets, the firm offers a "Family CFO" service that provides proactive wealth management, including personalized indexing, options-based strategies, structured notes, and coordination with tax and estate professionals. Quaker Wealth Management also provides retirement plan consulting for self-directed retirement plans and utilizes third-party platforms to manage held-away employee benefit plan accounts. The firm emphasizes long-term relationships, performance, integrity, and independence, prioritizing client interests in all decisions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable. Family CFO service has a separate tiered schedule starting at 1.00% down to 0.65%.