Quantitative Finance offers investment advice to individuals through its affiliate, Surmount AI Incorporated's platform. The platform uses algorithms to tailor investment recommendations based on a client's risk tolerance, goals, and preferences. Clients must complete a questionnaire to provide this information. Quantitative Finance recommends a wrap fee program that includes transaction fees, but excludes other expenses. Clients must use Alpaca Securities LLC for brokerage and clearing services.
Fee Structure
Quantitative Finance offers investment advice through a platform using algorithms. The service is offered through a subscription-based wrap fee program. The monthly fee is $20, or $120 annually, and covers transaction fees for buying and selling securities. However, it does not include other expenses like margin, wire transfers, or ETF fees. Fees are negotiable, and some individuals may receive free access to the platform.