Quantum Wealth Strategies manages investment portfolios and offers personalized financial planning for individuals and high-net-worth clients. Quantum Wealth Strategies creates a customized Investment Policy Statement for each client based on their goals, time horizon, and risk tolerance. Portfolio management services include investment strategy, asset allocation, asset selection, and regular monitoring. Quantum Wealth Strategies also provides financial planning covering investment planning, life insurance, taxes, retirement, college savings, and debt management. In addition, the firm offers divorce financial analysis and a monthly newsletter. Investment advice generally covers mutual funds, fixed income securities, insurance products including annuities, equities, private equity funds, exchange-traded funds, and private placements. Quantum Wealth Strategies requires clients to use Charles Schwab & Co. as their custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally negotiable.