Ad Quatenus Management Group (AQMG) is a financial planning firm specializing in personalized, tax-focused financial planning for individuals and institutions. AQMG helps clients identify financial objectives, solve financial problems, and simplify cash flow by advising on financial risk, investment allocations, retirement planning, and estate planning. AQMG does not sell insurance or investment products, nor does it accept commissions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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