Quantum Capital Investments, INC.
Assets Under Management
$125.0M
Number of Clients
176
Number of Advisors
2
Average Client AUM
$710K
AUM per Advisor
$62.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Quantum Capital Investments offers discretionary asset management services tailored to client goals and risk tolerance. They also provide financial planning and consulting services, including full financial plans. Additionally, they offer ERISA plan services as a 3(21) or 3(38) advisor. Investment strategies are based on client objectives, and clients can impose restrictions on investments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.25% |
Fees are negotiable.
Fee Estimator
Asset management fees are based on a percentage of assets under management. The annual fee is 1.50% on assets up to $250,000 and 1.25% on assets above $250,000. These fees are negotiable. Financial planning fees are a maximum of $2,400, based on complexity. ERISA plan services also follow the same AUM fee schedule as asset management. There is no minimum account size required.
Areas of Practice
Location
IL, United States