Quiet Wealth Management provides financial planning, tax preparation, and investment management services through its Serving Wealth program. Clients work with an advisor to develop and implement an investment plan, establish financial goals, and analyze their financial situation. The advisor monitors the plan and recommends changes as needed. Tax preparation is also offered.
Assets Under Management$40M
Clients28
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management
Quiet Wealth Management does not charge a separate fee for investment management. It is included as part of the Serving Wealth program, which costs $7,800 per year.
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