Quinley Stewardship LLC is a registered investment advisor based in Visalia, California, managing investment portfolios for individuals, high net worth individuals, trusts, and retirement plan sponsors and participants. The firm focuses on strategic asset allocation, primarily investing in mutual funds, exchange-traded funds, and closed-end funds that hold common stocks and debt securities. Quinley Stewardship builds portfolios tailored to clients' risk tolerance questionnaires, financial situations, and investment objectives, offering target allocations ranging from conservative fixed-income portfolios to 100% equity portfolios. The firm reviews accounts quarterly and rebalances them at least annually. Quinley Stewardship does not provide comprehensive financial planning, tax advice, or legal advice. Instead, the firm concentrates strictly on investment management and advisory services. Clients maintain their accounts at designated qualified custodians, mutual fund transfer agents, or retirement plan platforms, such as U.S. Bank and American Funds Service Company.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.95% |
| $50K - $100K | 1.70% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.40% |
Fees are generally not negotiable but may be reduced or waived at the firm's exclusive discretion. Alternative schedules apply to certain American Funds accounts, fixed-rate platform accounts, and hourly services.