Qubera Fees & Services

What we offer


Retirement Planning

Can you retire when you want to? How much will it cost and is the plan sustainable?

Education Planning

Will it be a out-of-state private university or local community college? What’s feasible?

Insurance Planning

We’ll give you appropriate life, disability, and long-term care insurance advice without pushing any products.

Coordinating With Your Other Advisors

Shouldn’t your tax, legal, and financial advisors all be on the same page? Of course! So we can help with that.

Asset Allocation Plan

We’ll work with you to determine what kind of portfolio allocation is best.

Portfolio Review

We’ll look at your current investments and make recommendations to align your portfolio with your goals.

Portfolio Management & Rebalancing

We’ll construct a high quality, low cost portfolio for you and then keep it balanced to your allocation plan.

Quality & Cost

We’ll maintain your portfolio to ensure quality remains high and costs remain low.

Tax-based Investment Advice

There’s asset allocation and then there’s asset location. How can both work for you? Take a look at Our Investment Approach to learn more.

Transparency

QWM is a fee-only firm so you’ll know exactly what the services will cost, no surprises. All of our recommendations will be in writing. Any conflicts of interest will be disclosed.

Accountability

We work for you, not a brokerage firm, so our loyalty to you is undivided. We are held to the fiduciary standard, a much higher than “brokers” and other investment salespersons.

Education

Whether it’s about today’s market activity, Federal Reserve policy, or whether or not you should pay off your mortgage, we love answering your questions. We want you to be as market-savvy as you want to be, and want to help get you there.

Open Communication

In person at your home or office, or via phone, email, or web conference, I’ll be available for regular review meetings and one-off questions.

Our Pricing Plans

Hourly Services

$250

Per Hour & Can Include
  • 401(k) Planning
  • Affording a Home
  • Path to Financial Freedom
  • Student Loan Repayment Plans
  • Spending & Savings Plans
Learn More

Starter Plan

$500

One Time Fee
  • 1 three-hour planning session
  • Email Follow Up
  • 1-Month Availability
Learn More

Comprehensive Planning

$2500

one time fee
  • Includes all offered services
  • 1-3 initial start up mtgs
  • 2 review mtgs/year
  • Unlimited email, phone or video chat
Learn More

Investment Management

%

Fee Schedule
  • 1.25% under $100K
  • 1% up to $1MM
  • 0.75% over $1MM
  • 0.50% over $3MM
Learn More!

For any questions regarding our pricing plans, don’t hesitate to contact us!

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