QuillPen Advisors offers investment advice tailored to individual client needs, including both discretionary and non-discretionary portfolio management. They also provide financial planning services, ranging from broad-based to single-subject planning, to help clients manage their financial resources and achieve their goals. They may invest client assets in model portfolios developed by unaffiliated investment managers.
Assets Under Management$17M
Clients15
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $30.0M | 0.30% |
| $30M+ | 0.25% |
Minimum annual fee of $5,000. Fees are negotiable, but shall not exceed an annual fee of 2.0%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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