Frequently Asked Questions
Do you act as a fiduciary for clients?
Yes, as an investment advisor representative we act as a Fiduciary.
Are you a fee-only financial planning firm?
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 use 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.
How are fees and costs structured?
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 client assets held?
Client assets are held with Pershing, a BNY Mellon Company.
How is tax strategy different from tax preparation?
Tax preparation focuses on reporting what already happened. Tax strategy focuses on making proactive decisions throughout the year to legally reduce future tax liability before income is earned.
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