Quantic Advisors

Fee-Only (% of Portfolio)

Quantic Advisors provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Quantic Advisors creates a customized investment policy statement for every client and handles asset allocation, security selection, and regular portfolio monitoring. The firm invests across a range of instruments including mutual funds, fixed income securities, real estate funds, equities, exchange-traded funds, and inflation-protected bonds, and may also utilize options strategies. Quantic Advisors operates as a registered investment advisor and acts in a fiduciary capacity when advising retirement accounts. Quantic Advisors does not participate in wrap fee programs and has no minimum account size requirement.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are generally negotiable and memorialized in the client advisory agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm