zQuant Advisory provides portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. zQuant also offers pension consulting services to employee benefit plans. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. zQuant primarily recommends equities and options, but may use other securities to diversify portfolios.
Assets Under Management$30K
Clients1
Advisors1
Avg. per Client$30K
Avg. per Advisor$30K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified Clients will pay an annual fee of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation. The performance fee includes a "high water mark." These fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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