Constellation Wealth Advisors

Quadrant Capital Group, LLC, operating as Constellation Wealth Advisors, offers customized investment advisory services to high-net-worth individuals, trusts, estates, and other entities. Established in 2009, the firm manages over $4.6 billion in assets, providing investment options in domestic and international stocks, bonds, mutual funds, ETFs, separately managed accounts, and alternative investments. Acting as a fiduciary, the firm tailors investment profiles based on client goals, offering growth, balanced, and conservative strategies with client-imposed restrictions. Additionally, the firm manages private investment funds, focusing on private capital opportunities ranging from $5 to $50 million per opportunity. Constellation also provides ERISA fiduciary services for retirement accounts. Fees are asset-based or flat, with a minimum annual fee of $20,000. The firm may negotiate fees based on individual circumstances. Investment discretion is granted by clients, who can place restrictions on investment decisions. The firm does not vote proxies but may offer advice upon client request. Constellation does not have custody of client funds but undergoes annual surprise asset verification. Clients receive account statements directly from custodians. The firm does not vote proxies but may offer advice upon client request. Constellation does not have custody of client funds but undergoes annual surprise asset verification. Clients receive account statements directly from custodians.