JH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
176 clients
Average Client Portfolio
$710K average
Assets Under Management
$125.0M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:Up to $2,400
Asset management fees are based on a percentage of assets under management. The annual fee is 1.50% on assets up to $250,000 and 1.25% on assets above $250,000. These fees are negotiable. Financial planning fees are a maximum of $2,400, based on complexity. ERISA plan services also follow the same AUM fee schedule as asset management. There is no minimum account size required.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
River Forest, IL
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Quantum Capital Investments, INC.
May 2011 - Present · 14 yrs 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.