After your initial meeting, we will undertake a highly structured process in which we assess your personal circumstances, the complexity of your situation, our assessment of our professional time and any additional risk factors. I will then provide you with a completely transparent fixed fee in your Service Agreement. You will know to the dollar how much you will pay before you commit to anything.

Quantum Financial’s minimum annual fee for a basic client situation is $10,000. Your fee will be calculated based on your circumstances. This one agreed, fixed fee is the only fee Quantum Financial receives for providing your services.

We know that Quantum Financial are not the cheapest financial planners in the market. For clients we partner with, we know that we will add more value than the fees you will pay.