Quantel Asset Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Quantel Asset Management offers investment advisory services through its online platform and mobile app. They provide investment outlook/research, non-discretionary investment advice, and discretionary investment management. Clients interact with Quantel solely through the platform, choosing from various investment strategies based on their goals and risk appetite. Quantel manages portfolios for individuals, small businesses, and institutions, focusing on risk management and long-term growth.

Assets Under Management$60M
Clients134
Advisors1
Avg. per Client$450K
Avg. per Advisor$60M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Quantel Asset Management charges an annual management fee for managing your investments, typically ranging from 0.5% to 2.0% of the value of your portfolio. The exact fee depends on your investment goals, minimum investment, and risk tolerance. For some clients with higher minimum investment requirements, Quantel may also charge a performance-based fee, ranging from 10% to 20% of the income and gains in the account.

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Location

1 Advisors at this firm

Quantel Asset Management LLC | TrueAdvisor