Quattro Financial Advisors offers investment management and advisory services, managing portfolios based on each client's risk tolerance. They allocate assets among third-party investment advisors, hedge funds, mutual funds, and individual securities. Recommendations are tailored to individual client needs, gathered through discussions and reflected in a personal investment policy statement. Quattro manages accounts on a discretionary or non-discretionary basis and also provides portfolio consulting services.
Assets Under Management$1.4B
Clients84
Advisors1
Avg. per Client$17M
Avg. per Advisor$1.4B
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation based on the complexity of the client’s individual portfolio and the size of the client’s portfolio. This fee could be higher in certain instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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