Quantitative Financial Strategies's Form ADV discloses 0.95% on the first $5 million, 0.85% on the next $5 million, and 0.75% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #331416), Quantitative Financial Strategies is subject to fiduciary duty under federal law.
Quantitative Financial Strategies serves 22 high-net-worth clients according to their SEC filing dated August 10, 2026. View client details ↓
According to their SEC Form ADV, Quantitative Financial Strategies offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Quantitative Financial Strategies manages $156 million in client assets according to their SEC filing dated August 10, 2026.
According to their SEC Form ADV, Quantitative Financial Strategies serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓