Quantum Wealth Advisors (QWA) provides investment management based on individual client goals and risk tolerance. QWA also offers financial planning covering investments, insurance, taxes, retirement, and college savings. Additionally, QWA provides subscription services with recommendations on specific securities. QWA generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable based on client type, complexity, and other services provided. There is an additional quarterly fee of $6.25 for the CRM platform ($25 annually).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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