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Omaha: (402) 614-4050 | Overland Park: (913) 538-5753

Why QFP

Our Interest Are Aligned With Yours:

Brokers at broker/dealer financial firms are under tremendous pressure to produce revenue for the parent company.  This relationship is a great resource for the parent company as they will typically keep at least 60% of the earned commissions and fees for business overhead.  If the brokers don't meet their lofty revenue goals they can have their payout further reduced.  At Quantum Financial Partners, our success is tied to yours.  We are a Registered Investment Advisor.  We are exclusively fee-based and our compensation increases only when our clients' assets grow.  There is zero pressure for the advisor to produce revenue month to month.  These simple distinctions incent our advisors to view your portfolio through a long term lens, and gives them freedom to pick from the known universe of investment options to create a refined, cost efficient portfolio that will harmonize with your financial goals.

 

Fiduciary Service:

What is a Fiduciary? A fiduciary is an individual in who another has placed the utmost trust and confidence to manage and protect their money or property. The fiduciary has the obligation to act for the benefit of another. Some of you may be thinking, "I already have a fiduciary managing my portfolio, right?" It is very likely you don't. A broker, better known as a Registered Rep is defined by the SEC as "someone who acts as an agent for someone else" and a dealer as, "someone who acts as a principal for their own account." Broker/dealers must follow the suitability standard, meaning an investment must be suitable for that investor's situation. Often times there are conflicts, but as long as an investment is "suitable" the broker is compliant. A RIA Investment Advisor is bound to the fiduciary standard that requires them to always put their clients' interest above their own. While the broker has a duty to the broker/dealer firm he works for; the Investment Advisor has a loyalty only to his client.

 

Safety of capital:

Our retail investments are offered through “TD Ameritrade Institutional” which provides each client $149.5 million worth of protection for securities and $2 million of protection for cash through supplemental coverage provided by London insurers.  Account statements come directly from TD Ameritrade Institutional.

 

Quantum Financial Partners, LLC is a Registered Investment Advisor firm (RIA).  There are over 4500 Register Investment Advisor firms associated with TD Ameritrade Institutional.

 

 

 

 

Omaha Office:

14301 FNB Parkway, Suite 204

Omaha, NE 68154

Phone 402 614 4050

Fax 402 556 7373

Overland Park Office

11020 Oakmont Suite 100

Overland Park Kansas 66210

(913) 538-5753

Fax (913) 538-5281

 

©2016 Quantum Financial Partners, LLC. All rights reserved.

Omaha Office:

14301 FNB Parkway, Suite 100

Omaha, NE 68154

Phone 402 614 4050

Fax 402 556 7373

 

Overland Park Office

11020 Oakmont Suite 100

Overland Park Kansas 66210

(913) 538-5753

Fax (913) 538-5281

info@qfp-llc.com