Quam Wealth Advisory Group LLC fees and pricing

Financial planner in Loves Park, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 5, 2015, Quam Wealth Advisory Group LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2015. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Financial planning fees will be billed at the rate of $200 per hour or a fixed fee mutually agreed upon by the client and QWA.”

Payment and refund terms, quoted from the fee section of the brochure.

“For clients who are charged asset-based fees, such fees will be billed in arrears at the end of each calendar month.”
“Such fees are payable monthly in arrears.”
“Adjustments for significant contributions to and distributions from a client’s portfolio are prorated for the month in which the change occurs.”

Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $6,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 155903
Phone: (815) 885-4929

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.