Quantum Financial provides financial advice and guidance to clients regarding strategic and tactical investment decisions. Quantum Financial works with clients to understand their financial position, goals, and risk tolerance to develop a comprehensive investment strategy. Quantum Financial manages investments on a non-discretionary basis, meaning clients must approve investment choices. Quantum Financial also offers financial planning services, including estate, financial goal, investment, retirement, risk management, and tax planning.
Assets Under Management$3.1M
Clients9
Advisors1
Avg. per Client$340K
Avg. per Advisor$3.1M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Quantum Financial advisory fees are negotiated and not to exceed 1.50% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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