Quarry Hill Advisors offers tailored investment management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and businesses. Quarry Hill Advisors primarily uses passive investment strategies like index funds and exchange-traded funds, and may also utilize third-party managers or automated digital platforms for certain clients. In addition to managing portfolios, Quarry Hill Advisors provides comprehensive financial planning covering retirement, taxes, estate planning, cash flow, college savings, and risk management. The firm operates as a registered investment adviser and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are up to 1.25% per annum, calculated using a blended tiered fee structure and billed quarterly in advance. Fees are negotiable.