Quantum Financial Advisors Inc

Quantum Financial Advisors, Inc. is a registered investment adviser established in June 1996, offering investment advisory services and financial planning. The firm provides services tailored to different account levels, ranging from Platinum Level Accounts with $5 million - $10 million to Client Accounts with <=$250,000. Investment advisory fees are based on a percentage of assets under management, varying from 2.00% to 0.60%. The firm does not accept performance-based fees and acts in a discretionary capacity for client accounts. Quantum Financial Advisors primarily allocates client assets among individual equity, debt securities, mutual funds, and fee-only variable annuities. The firm does not participate in wrap fee programs and does not receive compensation for recommending other investment advisers. Clients are encouraged to review financial planning issues annually, and account reviews are conducted periodically or upon client request. The firm does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. Quantum Financial Advisors maintains a Code of Ethics and provides detailed information on its brokerage practices, custody, and financial information. Clients can contact the Chief Compliance Officer for any inquiries.