CJL Quantum Analytics, led by Cliff J. Leiker, offers customized investment advice and guidance to individual investors and business owners, focusing on retirement plans. CJL Quantum Analytics identifies stocks, ETFs, or mutual funds based on the client's risk profile and investment horizon, using an investment approach centered on stable earnings, dividends, and the U.S. domestic market's position in the economic business cycle. CJL Quantum Analytics also provides analytical research and educational webinars for bank investors, as well as an economic newsletter.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are non-negotiable at this time.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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