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.
Areas of Practice
Advisor Information
Office location
11460 Tomahawk Creek Parkway, Suite 320, Leawood, KS, 66211
Get directionsRegulatory History
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
Kenrick is an independent insurance agent for various companies. He is also a passive minority member of AHI Insurance Group, a property and casualty insurance agency, since 2016.