Robert William Quinlan

CFP

Q Capital Solutions

25 Years of Experience

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Firm Information

Q Capital Solutions

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

1 advisor

Number of Clients

188 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$255.7M

Fee Structure

Financial Plan Fee:$1,500 - $5,000

Hourly Rate:$150/hr

Our fees include portfolio management fees (up to 2.00% annually), financial planning fees ($1,500 - $5,000 fixed or $150/hour), and pension consulting fees (negotiable, up to 2.00% annually). The portfolio management fee may increase if we have custody of your assets due to access through login credentials. You will be notified in advance of any such fee changes. There is no stated minimum account size.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

Sea Girt, NJ

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Regulatory History (2)

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