Quants Compete offers discretionary investment management services, tailoring strategies to clients' financial goals, risk tolerance, and investment time horizon. Quants uses stocks, ETFs, bonds, options, and cash management instruments. Strategies rely on technical and fundamental analysis. Clients complete a questionnaire to assess their risk tolerance and goals. Quants may change the strategy applied to a client's portfolio without consent to minimize misalignment between financial objectives and strategy performance.
Assets Under Management$2M
Clients11
Advisors1
Avg. per Client$180K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Under certain conditions (such as for friends and family of the firm, or for a particularly large client), Quants may, at its sole discretion, choose to reduce or waive its Advisory Fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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