QuantWealth Advisors (QWA) provides asset management services to clients, determining investment goals, objectives, and risk tolerance. QWA offers both discretionary and non-discretionary asset management. Investment strategies are tailored to each client's needs, and clients can impose restrictions on investments. QWA does not sponsor wrap fee programs.
Assets Under Management$20M
Clients10
Advisors1
Avg. per Client$2M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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