Quadram Capital provides portfolio management and retirement plan advisory services. They offer fee-based and active trading portfolio management strategies. The firm also provides advisory consultation services regarding financial securities. Quadram Capital serves individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and other business entities.
Assets Under Management$1.1M
Clients12
Advisors1
Avg. per Client$94K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee-based Portfolio Management. Subject to a $75 minimum monthly fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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