Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quantum charges an annual asset-based fee for investment management services, ranging from 0.70% to 1.50% annually. Fees are negotiated based on the type of account, level of service, and other account-related factors. Fees are calculated and paid in advance at the beginning of each quarter. Clients are responsible for any account-related fees charged by the custodian or any other outside party.
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Advisor Information
Office location
11460 Tomahawk Creek Parkway, Suite 320, Leawood, KS, 66211
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent and owner of Quantum Holdings, LLC, which has a partial passive ownership in a property and casualty insurance agency. He also has ownership stakes in a food-related franchise, a real estate investment, a staffing company, and a real estate company.