Quantbase is an internet-only investment advisor that provides portfolio management services on a discretionary basis. Quantbase uses a questionnaire to determine a client's suitability for different investment options and creates customized portfolio recommendations based on risk tolerance, financial parameters, and investment objectives. Clients can change their risk profile but cannot select specific securities. Brokerage accounts are held at Alpaca Securities LLC. Quantbase offers a wrap fee program that includes transaction costs in the management fee.
Assets Under Management$21M
Clients14,552
AdvisorsN/A
Avg. per Client$1.5K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $12K | Included |
| $12K+ | 1.00% |
For accounts between $0 and $12,000, the fee is $20/month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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