Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
QuadCap charges an asset-based management fee, capped at 1% of assets under management, negotiable based on engagement complexity. Financial planning, if standalone, ranges from $900 to $12,000 annually. Clients also pay custodial, brokerage, and fund-related fees. Some employees are licensed insurance agents and may receive commissions on insurance products, creating a potential conflict of interest. There is no stated minimum annual fee for AUM.
Areas of Practice
Advisor Information
Office location
2600 Network Blvd, Suite 300, Frisco, TX, 75034
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.
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Timothy is a Major in the United States Army Reserve, responsible for training resource development for the Selective Service System. This requires minimal time each month, with additional time for annual training.