Quantca Financial provides automated investment management services using algorithmic models. Clients choose a model aligned with their risk tolerance and investment goals through Quantca's website. Quantca has discretionary authority to make investment decisions on clients' behalf. Quantca does not hold client funds; clients set up their own accounts through a compatible broker.
Assets Under Management$10K
Clients2
Advisors1
Avg. per Client$5K
Avg. per Advisor$10K
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Quantca Financial charges an annual fee based on the amount you invest, ranging from 0.39% to 2% depending on the investment model you choose. The YieldSmart model has the lowest fee at 0.39%. Other models charge 2%. These fees are negotiable. In addition to Quantca's fees, you may also pay expense ratios on ETFs and transaction costs charged by the brokerage.
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