Frequently Asked Questions
Are you a Fiduciary?
Yes, as an investment advisor representative we act as a Fiduciary.
Do you act as a fee only financial planner?
With multiple ways to engage our firm, planning is the foundation with each client. Recommendations may be made in the scope of planning that lead to additional revenue opportunities for the firm.
Do you recommend commission-based products?
The Quantus Group is product and strategy agnostic. With the plan driving strategy, we will utilize a combination of fee-based and commissionable products for the purpose of implementation.
What are my costs?
Cost is a function of the investment strategy being implemented. All costs will be discussed at the time of recommendation. The client will have full transparency and understanding. For accounts where trade fess are incurred, The Quantus Group will absorb those costs on behalf of the client.
Where are my assets held?
Client assets are held with Pershing, a BNY Mellon Company.
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