Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Annual fee may be negotiable for accounts over $2,000,000.
Fee Estimator
For asset management, fees are based on a percentage of assets under management, and may be negotiable for accounts over $2,000,000. Financial planning and consulting are charged at $200 per hour, and the fees are negotiable. The client will pay the estimated fee at the signing of the agreement. Lower fees for comparable services may be available from other sources.
Areas of Practice
Advisor Information
Office location
Phoenix, AZ
Get directionsRegulatory History (5)
Regulatory
March 2020Judgment / Lien
May 2013Judgment / Lien
April 2012Employment Separation After Allegations
September 2011Judgment / Lien
April 2010Other Business ActivitiesSells Insurance
Quincy is involved in financial and insurance sales and services, dedicating a few hours per week, and owns rental real estate property, dedicating minimal time. He is also an officer at Financial Depot LLC, an insurance agency that sells life insurance and indexed annuities, dedicating about 10-20% of his time, and is the treasurer for Old Danville Shepardhill Cemetary, dedicating minimal time.