QuadCap charges an asset-based management fee, capped at 1% of assets under management, negotiable based on engagement complexity. Financial planning, if standalone, ranges from $900 to $12,000 annually. Clients also pay custodial, brokerage, and fund-related fees. Some employees are licensed insurance agents and may receive commissions on insurance products, creating a potential conflict of interest. There is no stated minimum annual fee for AUM.