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
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
Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, 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/1891988/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 QWP's web site on the internet should not be construed by any
consumer or prospective client as QWP's 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 QWP's current written disclosure statement as set forth on Form ADV,
discussing QWP's business operations, services, and fees is available from QWP upon
written request or through the SEC's 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.