Quan Vest Consultants Inc

CRD#104714
Investment Advisor Firm

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Overview

Quan Vest Consultants Inc operates as an advisory company headquartered in Manhasset, New York. Quan Vest Consultants Inc has a small group, including 6 financial advisors. Quan Vest Consultants Inc is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, bonds and stocks.



The company's central office is located at 390 Plandome Road, Manhasset, New York 11030-1950.

Editorial note: In certain cases, firms can register as exempt reporting advisors with the SEC, meaning they file an abridged version of the Form ADV. As a result, this is all of the available information for Quan Vest Consultants Inc. Please visit the SEC website for more information at https://www.sec.gov

Number of Advisors

6

Disclosures

No

Office Location

390 Plandome Road
Manhasset, NY 11030-1950

Quan Vest Consultants Inc by the Numbers

Total Number of Employees

6

National Average: 64
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Fee Structure

A financial advisor's fees depend on which services are offered. Fees charged by the company likely are comprised of some combination of the following fee types: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.

Available

  • Offered by 69% 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 21% of firms

    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.

  • Offered by 32% of firms

    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.

Unavailable

  • 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 26% of firms that offer this fee type

    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.

  • 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 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

The company provides services to pension plans, state or municipal government entities and other. Quan Vest Consultants Inc's largest client type by number of accounts is pension plans. None of the firm's accounts are 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

Quan Vest Consultants Inc does not have any disclosures.

Please visit its Form ADV for more details.

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