Quantitative Financial Strategies (QFS) offers investment management and project-based financial planning services. Investment management involves ongoing advice and portfolio management based on a client's individual needs and goals. Financial planning is offered as a one-time engagement to address specific financial questions or issues. Wealth management encompasses both investment management and financial planning, where clients can elect for a financial plan at no additional cost. QFS also provides retirement plan consulting to employer plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Schedule shown is for Wealth Management services (includes financial planning). Investment Management only fees are: First $0 - $5,000,000: 0.95%, Next $5,000,001 - $10,000,000: 0.85%, Next $10,000,001 and Above: 0.75%. Fees are negotiable.