Quantum Financial Management LLC
Quantum Financial Management LLC (CRD# 142891) is a financial advisory firm headquartered in Deerfield, IL. They manage $13,516,713 in 80 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$168,959
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
I work with successful individuals and families to help them achieve their financial goals through the use of strategic comprehensive wealth management utilizing advanced financial planning, investment management, and professional adviser relationship management. My areas of expertise include retirement, investment, estate, insurance, and college planning. I develop a deep understanding of my clients' goals, values, and relationships in order to design and implement a wealth management strategy that is specifically tailored to each client's needs. I work on a Fee-Only basis, which means that I do not receive any compensation by anyone other than my clients. This ensures a high level of objectivity and integrity when I make recommendations to clients. I provide a high touch, high level of service to ensure client success now and in the future.