Quaerite Primum Financial Planning operates as a registered investment advisor offering comprehensive financial planning and portfolio management services. The firm assists clients with cash flow and budgeting, college education funding, retirement projections, risk management, estate planning, charitable giving, special needs planning, and social security strategies. Quaerite Primum Financial Planning manages investment portfolios on a discretionary or non-discretionary basis utilizing Modern Portfolio Theory and macroeconomic analysis, and may incorporate institutional money managers into client strategies. The firm has no account minimums and structures its services to help individuals, high net worth individuals, and small business owners achieve their long-term financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Published fees are negotiable. Accounts within the same household are aggregated for fee discounts.