Quantum Advisory Group provides financial planning and portfolio management services. Financial planning covers retirement, estate, investment, insurance, tax, and education planning. Portfolio management is offered on a discretionary or non-discretionary basis. Quantum also provides retirement plan consulting services to employers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.05% |
| $5M+ | 0.85% |
Minimum account size of $25,000 required for portfolio management services. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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