Quantum Portfolio Management (QMPM) is a registered investment advisor that offers sub-advisory services to other money managers and manages wrap fee programs. QMPM advises on various investments, including stocks, bonds, ETFs, and real estate. QMPM's advice is based on each client's specific financial situation. QMPM has strategic relationships with Raymond James, Schwab, and Pershing LLC to refer clients for additional services.
Fee Structure
Quantum Portfolio Management (QMPM) does not directly charge clients for investment management. Instead, QMPM provides sub-advisory services to other registered investment advisors, who then charge their clients. QMPM also manages wrap fee programs, where clients pay a single fee that includes advisory, administrative, and commission costs. The fees for these services are negotiable and vary on a case-by-case basis.