Quest 10 Wealth Builders, Inc
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Overview
Quest 10 Wealth Builders, Inc is a financial advisor firm headquartered in Fuquay Varina, North Carolina. It oversees $120.8 million in assets under management over 752 accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The firm has a small team, including 4 financial advisors. Quest 10 Wealth Builders, Inc is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as bonds, options and stocks.
Quest 10 Wealth Builders, Inc administers all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without requiring client consent. The advisory firm administers about $160,624 for every account. The average advisor at Quest 10 Wealth Builders, Inc manages about 188 client accounts.
Quest 10 Wealth Builders, Inc's central office is at 7629 Purfoy Road, Fuquay Varina, North Carolina 27526. The firm is legally registered to provide services to investors across a number of states, including North Carolina, South Carolina, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Quest 10 Wealth Builders, Inc by the Numbers
$120.8 million
6
752
$160.6 thousand
Products and Services
Quest 10 Wealth Builders, Inc offers multiple services, which can include financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. In the last fiscal year, Quest 10 Wealth Builders, Inc provided 1-10 of its clients with financial planning services. The firm does not sell products or offer services apart from investment advice to its investment advisory accounts. The firm also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically are based on which services are offered. However, fees billed by Quest 10 Wealth Builders, Inc can include the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Quest 10 Wealth Builders, Inc.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 752 accounts, Quest 10 Wealth Builders, Inc's biggest client group is retail investors, though it also serves 50 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 13.66%
- Other Individuals - 86.34%
- Corporations - 0%
- 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
Quest 10 Wealth Builders, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Quest 10 Wealth Builders, Inc
Fuquay Varina, NC
Fuquay Varina, NC
Fuquay Varina, NC
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