Quorus INC.

Fee-Only (% of Portfolio)

Quorus Inc. is a technology-driven asset manager offering personalized investment solutions. Quorus primarily works with registered investment advisors (RIAs) and wealth managers, providing them with custom portfolios for their clients. In some cases, Quorus also works directly with individual clients. Quorus uses various investment strategies and models, including those from third-party managers, hedge funds, and index providers. Quorus does not offer financial planning.

Assets Under Management$14M
Clients20
Advisors3
Avg. per Client$680K
Avg. per Advisor$4.5M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Quorus charges an annual fee based on the value of your portfolio, ranging from 0.10% to 2.00%. The exact fee depends on the complexity of your account, the amount of assets managed, and your overall relationship with Quorus. Fees may be negotiable. Quorus may pay a portion of the fee to third-party model providers if those models are used.

Loading...
Location

3 Advisors at this firm

Quorus INC. | TrueAdvisor