Q
Quality Wealth Care, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$642,065
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$64,207
About
The firm provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business clients. It also offers hourly planning engagements and pension-plan consulting for businesses, referring clients to a third‑party plan adviser for implementation while optionally servicing plans on an ongoing basis.
Investment management emphasizes strategic asset allocation with a core‑and‑satellite approach, using stocks, no‑load mutual funds, ETFs and cash instruments across U.S. and foreign markets. The firm accepts discretionary trading authority, conducts quarterly reviews and draws on fundamental, technical, sentiment and cyclical analysis to inform portfolio decisions.
Distinctive aspects include formal affiliations with a pension‑plan adviser/custodian and with a separate accounting and insurance practice operated by the firm’s principal, which support services such as employee‑benefits meetings, pension consulting, tax preparation and bookkeeping. The firm also conducts occasional educational meetings or workshops for clients and community groups, features that are less common among similar independent, solo‑advisor firms.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Active portfolio management
Fee options
$0 - /College 529s; Accounts held at Investment companies; Separately Managed accounts held at Life and Annuities companies: 1.0% $0 - all other account types: 2.0%
$150 per hour for hourly planning engagements and pension plan consultations
Account minimum: $50,000 Fee-only: Fee-based financial planning and investment management; fees based on percentage of assets under management or hourly charges; fees not negotiable except for accounts larger than $1,000,000
Main office location
Quality Wealth Care, LLC
Spring TX, United States
Number of offices
1
Most active in
Quality Wealth Care, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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