Quality Financial Planning (QFP) provides investment management services where they manage your investments based on your goals and risk tolerance. QFP may also hire other investment advisors to manage your money. QFP also offers services to retirement plans, acting as an advisor to help plan sponsors with their investment decisions. As part of the services provided, clients may have a financial plan completed for no additional cost.
Assets Under Management$1.6M
Clients8
Advisors1
Avg. per Client$190K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.60% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.10% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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