Overview

Headquarters
South Burlington, VT
Total Firm Assets
$121 million
Average High-Net-Worth Client Portfolio Size
$1.5 million

Fee Disclosure

Source: QUANTUM LEAP CAPITAL DISCLOSURE BROCHURE (2026-04-29) · View brochure text

MinMaxDisclosed Annual Rate
$0 $600,000 0.75%
$600,001 $2,500,000 0.50%
$2,500,001 $23,600,000 0.25%
$23,600,001 and above 0.12%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $6,500 0.65%
$5 million $20,250 0.40%
$10 million $32,750 0.33%
$50 million $99,750 0.20%
$100 million $162,250 0.16%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
48.31%
Number of High-Net-Worth Clients
38
Total Client Accounts
575
Discretionary Accounts
324
Non-Discretionary Accounts
251

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
165310
  • QUANTUM LEAP CAPITAL DISCLOSURE BROCHURE (2026-04-29) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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