Quility Financial Advisors

Quility Financial Advisors, established in July 2019, offers financial planning services covering various areas such as tax planning, retirement planning, and risk management. Their portfolio management services are customized to individual needs and objectives, with discretion to create tailored portfolios based on model portfolios or strategies. The firm manages approximately $71,000,000 in client assets as of January 29, 2025. Clients are charged an annual management fee of up to 1.95% of assets under management, along with a 0.10% trading cost fee. The firm does not charge performance-based fees or engage in side-by-side management. They cater to individuals and high net worth individuals with a minimum account size of $20,000, which may be waived at their discretion. Quility Financial Advisors utilize technical and fundamental analysis for investment decisions and offer services through a third-party platform for managing held-away assets. The firm operates as a fiduciary, prioritizing clients' interests and maintaining ethical standards through their Code of Ethics. Clients receive quarterly account statements and financial plans, with periodic reviews based on market conditions or changes in the client's financial situation. The firm does not vote proxy votes for clients and holds client assets with a qualified custodian, Schwab.