Featured Business Financial Advisor in Chicago, IL
Chicago Financial Advisors
Quantum Financial Management LLC
500 Lake Cook Road Suite 350
Chicago, IL 60015
Phone Number
“Your Personal Fee-Only Fiduciary Chief Financial Officer”
Advisor Profile
Malay Vasavda CFP, AIF, MBA
Name:  Malay Vasavda CFP, AIF, MBA
Website:  Visit Website

About Quantum Financial Management LLC

Whether you are a busy professional, a small business owner, a recipient of sudden wealth or someone with a major life change, and you want to work with a professional to simplify your complex financial situation, we can provide objective, independent comprehensive wealth management on a Fee-Only, Fiduciary basis to help you achieve your financial goals.

Our goal is to understand as much as we can about you in order to provide you with custom solutions tailored to your specific needs. We begin by having an initial no-fee Discovery Meeting, where we ask a series of questions with regard to your goals, values, and relationships. The detailed information gathered at this meeting will allow us to design and execute a strategy specific to your needs. Whether you're looking for retirement, investment, insurance, estate, or college funding planning, we have you covered. Quite simply, we act as the personal Chief Financial Officer for your household.
 

General Information

CRD#:    5273983
Firm CRD#:    142891
Name of Custodial Firm:    Charles Schwab & Co., Inc.
States Willing to do Business in:    Arlington Heights,Barrington,Bartlett,Bensenville,Berwyn,Bloomingdale,Brookfield,Buffalo Grove,Carol Stream,Carpentersville,Chicago,Crystal Lake,Elmhurst,Evanston,Forest Park,Fort Sheridan,Franklin Park,Glen Ellyn,Glencoe,Glenview,Golf,Grayslake,Great Lakes,Gurnee,Highwood,Itasca,Kenilworth,Kenosha,Lake Bluff,Lake Forest,Lake Villa,Lake Zurich,Libertyville,Lincolnwood,Lombard,Morton Grove,Mount Prospect,Mundelein,North Chicago,Northbrook,Oak Park,Palatine,Park Ridge,Prospect Heights,River Grove,Round Lake,Schaumburg,Skokie,Villa Park,Wadsworth,Wauconda,Wheaton,Wheeling,Wilmette,Winnetka,Winthrop Harbor,Wood Dale
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    11
 

Qualifications & Memberships

Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), Paladin Registry
 

Firm Information

Firm's Number of Clients:    30
Firm's Number of Planning Clients:    1
Firm's Number of Managed Clients:    29
Assets Managed by Firm:    $25,000,000
Assets Managed by Advisor:    $25,000,000
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Compensation Methods:    Based on Assets, Flat Fee
Fee % Based on Assets:    1%
Additional Details on Charges:    Tiered fee structure starting at 1% of managed assets, with a $5,000 annual minimum. Fees are reduced after $1,000,000 of assets.
Minimum Fee Charged for Managed Accounts:    $5,000
 
 
 
Prepared By: Malay Vasavda CFP, AIF, MBA

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