Questmont Virtual Family Office provides financial planning, consulting, outsourced family office, and investment management services. They manage client investment portfolios, primarily allocating assets among independent investment managers, exchange-traded funds (ETFs), and mutual funds. Questmont also offers retirement plan consulting services to qualified employee benefit plans. They tailor their services to meet individual client needs and objectives, assessing risk tolerance, time horizon, and liquidity constraints.
Fee Structure
Questmont offers investment management services for an annual fee based on the value of your portfolio. This fee ranges from 0.40% to 1.25% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated monthly, based on the market value of your investments on the last day of the month. Questmont may also charge a fixed fee for investment management services, which will be individually negotiated.