Simon Quick Advisors, LLC
Assets Under Management
$6.7B
Number of Clients
803
Number of Advisors
33
Average Client AUM
$8.4M
AUM per Advisor
$203.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Simon Quick Advisors offers wealth management, investment consulting, financial planning, administrative, bill pay, and tax planning services. They also advise affiliated private investment funds and act as a sub-advisor to third-party funds and RIAs. The firm allocates client funds to investment managers, non-affiliated private funds, and affiliated private funds. Simon Quick completed the acquisition of Proquility Private Wealth Partners in May 2025.
Fee Structure
Simon Quick charges an annual investment advisory fee based on a percentage of the market value of assets under management or a fixed fee. Fees are negotiable based on factors like asset value and complexity. The firm maintains a minimum annual fee of $20,000, which may be reduced or waived at their discretion. Financial planning and consulting services are offered on a stand-alone basis with negotiable fees. Bill-pay and bookkeeping services range from $125 to $350 per hour and are also negotiable.
Areas of Practice
Location
360 Mt. Kemble Ave, Morristown, NJ, 07960