About QM ADVISORS LLC
QM ADVISORS LLC is a financial advising firm that specializes in providing customized financial services to clients. Founded in 2005, the firm has established itself as a trusted advisor in the industry, helping clients achieve their financial goals and securing their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment strategies
- Offers a diverse range of financial services
- Works with a wide variety of client types
- Transparent and competitive fee structure
- Experienced and knowledgeable team of advisors
Facts and Insights
QM ADVISORS LLC stands out among its competitors due to its commitment to delivering exceptional and personalized services to its clients. The firm believes in building long-term relationships with clients and helping them navigate through their financial journey with confidence and clarity. Their team of advisors are continuously keeping up with the latest market trends and financial strategies, ensuring that clients receive the highest level of expertise and attention.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 25 |
Financial Services Offered
- Personalized Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
Client Types
- High Net Worth Individuals
- Small Business Owners
- Families
- Corporate Executives
- Retirees
- Professionals
Fees & Compensation
QM ADVISORS LLC believes in transparency and ensuring that clients fully understand the fees and compensation structure. The firm charges a percentage of assets under management, with fees varying based on the complexity and scope of the services provided. The firm also offers a tiered fee schedule, with lower fees for larger accounts. Clients can also opt for a flat fee or hourly rate for financial planning services.
Background
QM ADVISORS LLC was founded in 2005 by a team of experienced and dedicated financial advisors who saw the need for a firm that prioritizes personalized and comprehensive financial planning for clients. Over the years, the firm has grown and expanded its services, but its commitment to delivering exceptional and tailored financial solutions to clients remains unchanged.
Financial Advisor Disclosures to Know
As a registered investment advisor, QM ADVISORS LLC is committed to adhering to all legal and ethical standards. The firm follows the fiduciary standard, which means they are legally required to act in the best interest of their clients. This ensures that there are no conflicts of interest and that all recommendations and decisions are made with the clients’ best interests in mind. The firm also discloses any potential conflicts of interest and provides full transparency when it comes to fees and compensation.