Quantum Solutions, INC.
Assets Under Management
N/A
Number of Clients
2
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Quantum Solutions, Inc. (QSI) offers advice in investment, employee benefits, employer-sponsored retirement plans, business succession, and estate planning. They provide investment portfolio management for individuals and businesses, using third-party money managers like SEI Investment Management Corp. to develop diversified portfolios based on client objectives and risk tolerance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 0.75% |
| $300K - $600K | 0.60% |
| $600K - $750K | 0.55% |
| $750K - $1.0M | 0.50% |
| $1M+ | 0.40% |
Fee Estimator
Financial planning fees are charged at an hourly rate of $350.00 per hour, with a minimum of ten billable hours. Investment advisory clients pay fees based on assets under management (AUM) as shown in the table. In addition to AUM fees, clients may incur other transaction costs such as brokerage, custodian, ETF, or mutual fund fees.
Areas of Practice
Location
WA, United States