QTS Retirement Services, operating as My 401(k) Advisors, offers services to retirement plans like 401(k)s, acting as either a limited scope advisor or an investment manager. They also provide asset management services to individuals, determining investment strategies based on client goals and risk tolerance. QTS offers financial planning and consulting services, including full financial plans covering various aspects of an individual's financial life.
Assets Under Management$55M
Clients77
Advisors1
Avg. per Client$720K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is 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
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Estimated Annual Fee
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