QM Advisors offers portfolio management tailored to individual client goals and risk tolerance. They also provide financial planning covering investments, insurance, retirement, college, and debt. QM Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities, venture capital funds and private placements. They also offer retirement plan advisory services to businesses.
Fee Structure
QM Advisors offers portfolio management services, charging a negotiated fee up to a maximum of 1.5% annually, based on the value of the assets in your account. The fee is calculated quarterly. You can terminate the agreement with 30 days' written notice.