Advisor at Quam Wealth Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Quam Wealth Advisory Group LLC
Location
Loves Park, IL
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Donna Quam is a CFP® professional with 28 years of industry experience, currently serving as the principal of Quam Wealth Advisory Group LLC since 2010. She is also a licensed insurance agent representing multiple companies, offering clients a range of insurance products including life, disability, long-term care, homeowners, auto, and Medicare supplements. Quam Wealth Advisory Group provides asset management and financial planning services to individuals, trusts, retirement plans, tax-exempt organizations, and other entities. The firm employs a portfolio approach utilizing mutual funds, ETFs, and individual securities, with a focus on non-discretionary accounts and offers both asset-based advisory services and standalone financial planning engagements.
Based on Quam Wealth Advisory Group LLC
Fixed fees for financial planning services, negotiated per engagement, generally minimum $2,000
1.0% annually (negotiable, applies to $100,000 and above)
Financial planning hourly rate at $200/hour
Account minimum: $100,000 Minimum fee: Minimum account fee of $1,000 for discretionary accounts Fee-only: Financial planning fees billed hourly at $200/hour or fixed fee negotiated
Loves Park, IL
Illinois
Quam Wealth Advisory Group, Llc
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Midwest Financial Associates, Inc.
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Bates Financial Advisors, Inc.
Series 63, Series 65
Rockford, IL
DiBenedetto & Associates Ltd
Series 63, Series 65
Rockford, IL
Bates Financial Advisors, Inc.
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