Quadcap Wealth Management, LLC
Assets Under Management
$1.1B
Number of Clients
532
Number of Advisors
15
Average Client AUM
$2.1M
AUM per Advisor
$75.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
QuadCap offers customized investment programs based on client goals, risk tolerance, and liquidity needs. Services include discretionary and non-discretionary account management, financial planning (standalone or included), retirement planning, and tax preparation. They also provide access to MoneyGuidePro and e-Money platforms for account aggregation.
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
Location
2600 Network Blvd, Suite 300, Frisco, TX, 75034