Quiet Capital Management, LLC

CRD#287484
Investment Advisor Firm

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Overview

Quiet Capital Management, LLC is a financial advisor company headquartered in San Francisco, California. The firm controls $2.3 billion in assets throughout 59 accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 12 financial advisors. Quiet Capital Management, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.

Quiet Capital Management, LLC administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that transaction decisions are made by a portfolio manager without requiring the customer's approval. The company's average account size is $38.6 million. An average financial advisor at Quiet Capital Management, LLC oversees around five client accounts, making it one of the most personalized advisor firms in the country.

The company's headquarters is at 548 Market Street Pmb 72966, San Francisco, California 94104. The company is legally registered to serve investors in the state of Washington.

Assets Under Management

$2.3 billion

Number of Advisors

12

Disclosures

No

Office Location

548 Market Street Pmb 72966
San Francisco, CA 94104

Quiet Capital Management, LLC by the Numbers

Total Assets Under Management

$2.3 billion

National Average: $9.0 billion
Total Number of Employees

27

National Average: 71,771
Total Number of Accounts

59

National Average: 4,329
Average Account Size

$38.6 million

National Average: $2.1 million

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Fee Structure

Financial management fees usually depend on the financial services provided. However, fee types billed by the firm may include some combination of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

Available

  • Offered by 70% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 33% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

Quiet Capital Management, LLC works with pooled investment vehicles. Out of its 59 accounts, Quiet Capital Management, LLC's largest client group is pooled investment vehicles. None of its customers are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Quiet Capital Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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