Quantum Wealth Strategies (QWS) provides ongoing portfolio management based on your individual goals, risk tolerance, and time horizon. QWS also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. QWS generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.
Assets Under Management$32M
Clients67
Advisors2
Avg. per Client$480K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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