Quartermaster Wealth Management, LLC is a multi-state adviser based in Charlotte. It manages $15.5 million of regulatory assets for 275 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, California, Connecticut, and 15 other states.
Quartermaster Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and asset monitoring. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quartermaster Wealth Management, LLC is $15.5 million. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Quartermaster Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Quartermaster Wealth Management, LLC performs its advisory services is located at 124 Floyd Smith Drive, Suite 325, Charlotte, NC 28262, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-490-4111 or by fax 704-490-4104. The normal business hours are by appointment only on Other. You can find more information about the New York firm at quartermasterwealth.com/com.