About Quotient Wealth Partners
As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
See Disclosures
General Information
Firm Start Year
2023
No. of Employees
20-49
CRD#
4080699
Firm CRD#
326819
Name of Custodial Firm
Fidelity Investments
States Licensed in
All 50 States
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Firm's Number of Clients
2800
Firm's Number of Planning Clients
2800
Firm's Number of Managed Clients
2800
Assets Managed by Firm
3,000,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets, Flat Fee
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891919/financialplanners-Quotient-Wealth-Partners-detailed-disclosure.html
Disclaimer
Quotient Wealth Partners, LLC ( QWP ) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of QWPs web site on the internet should not be construed by any consumer or prospective client as QWPs solicitation or attempt to affect transactions in securities, or the rendering of personalized investment advice over the internet. This communication contains certain statements that indicate future possibilities. These statements are aspirational and QWP does not guarantee any success in the services it provides. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. A copy of QWPs current written disclosure statement as set forth on Form ADV, discussing QWPs business operations, services, and fees is available from QWP upon written request or through the SECs Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. QWP does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.