Quotient Wealth Partners (QWP) provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and retirement plans. QWP manages investment portfolios using exchange-traded funds (ETFs), individual securities, mutual funds, and alternative investments. QWP also offers retirement plan consulting services to plan sponsors. QWP uses Dynasty Financial Partners for operational and back-office support.
Assets Under Management$3.5B
Clients1,901
Advisors29
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), QWP can negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
29 Advisors at this firm
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