Quantum Financial Partners LLC
Assets Under Management
$94.8M
Number of Clients
317
Number of Advisors
6
Average Client AUM
$299K
AUM per Advisor
$15.8M
Compensation
Fee-Only (AUM)
About This Firm
Quantum Financial Partners offers investment advisory services to individuals, small businesses, and foundations. They manage individual accounts tailored to each client's investment goals and objectives, and may delegate discretion to outside managers with client approval. Client accounts are held at a third-party custodian, Charles Schwab & Co., Inc.
Fee Structure
Quantum charges an annual asset-based fee for investment management services, ranging from 0.70% to 1.50% annually. Fees are negotiated based on the type of account, level of service, and other account-related factors. Fees are calculated and paid in advance at the beginning of each quarter. Clients are responsible for any account-related fees charged by the custodian or any other outside party.
Areas of Practice
Location
11460 Tomahawk Creek Parkway, Suite 320, Leawood, KS, 66211