Quantum Private Wealth provides investment advice and manages portfolios for individuals, families, and organizations. They offer tailored strategies based on your goals and risk tolerance. Services include financial planning, risk management, tax strategy, and family office wealth services. Quantum Private Wealth may recommend third-party sub-advisers to manage client portfolios.
Fee Structure
Quantum Private Wealth charges a fee based on a percentage of the assets they manage for you. The maximum fee is 1.0%, which includes Quantum Private Wealth's fee and any fees charged by sub-advisers they may use. The fee is calculated based on the value of your investments at the end of the previous quarter and is paid in advance. The firm may negotiate fees depending on your circumstances.