Quant Portfolio Management (QPM) offers investment advice and financial planning to individuals and high-net-worth individuals. QPM constructs tailored investment portfolios called Quantamental Individual Portfolios or Quanatmental Intelligent Portfolios (QiP). The firm offers different investment management strategies categorized as permanent portfolios, passive plus portfolios, and active portfolios. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.30% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Fee schedule is for Permanent Portfolios. Passive Plus Portfolios: $0 - $500,000: 0.40%, $500,001 - $1,000,000: 0.30%, $1,000,001 and Above: 0.20%. Active Portfolios: $0 - $500,000: 2.00%, $500,001 - $1,000,000: 1.50%, $1,000,001 and Above: 1.00%. For Passive Plus Portfolios, downside protection can be added for an additional 0.25%.