From automated investing to private markets access, scale your wealth with AI-powered strategies and personalized guidance

Bronze
Free
$0 – $25K
Free

Key Features

Quantel ETF Strategies
Link external accounts — Max 2
DIY Trade Ideas Optional Add-On — $49.99/mo
Quantel 24x7 AI Advisor
Daily + Weekly market insights

Complimentary Features

  • Fully Managed Investment Strategies
  • Fully Managed Investment Strategies
  • Quantel X-RAY (AI Monitoring & Alerting on Linked Accounts)
  • Access to all our growth and wellness calculators
Silver
+ All Bronze features
$25K – $100K
Fee: 1.5%

Key Features

All features in Bronze plus
Quantel Stock and Crypto strategies
DIY Trade Ideas Optional Add-On — $29.99/mo
Link external accounts — Max 4
QUANTEL FAMILY-OFFICE™️ access via partners

Complimentary Features

  • Fully Managed Investment Strategies
  • Fully Managed Investment Strategies
  • Quantel X-RAY (AI Monitoring & Alerting on Linked Accounts)
  • Access to all our growth and wellness calculators
Gold
+ All Silver features
$100K – $500K
Fee: 1.25%

Key Features

All features in Silver plus
Link external accounts — UNLIMITED
DIY Trade Ideas Subscription — FREE
Quantel Options Strategies
Structured Notes
ESOP Diversification Strategies
QOZ & 1031 Exchange Investments
Insurance Services
Retirement Planning
Tax Planning & Tax Filing Services
Trust & Will (Estate Planning)
QUANTEL FAMILY-OFFICE™️ access via partners

Complimentary Features

  • Fully Managed Investment Strategies
  • Fully Managed Investment Strategies
  • Quantel X-RAY (AI Monitoring & Alerting on Linked Accounts)
  • Access to all our growth and wellness calculators
Platinum
+ All Gold features
$500K – $1M
Fee: 1%

Key Features

All features in Gold plus
Quantel Fixed Income Strategies
QUANTEL FAMILY-OFFICE™️ access via partners

Complimentary Features

  • Fully Managed Investment Strategies
  • Fully Managed Investment Strategies
  • Quantel X-RAY (AI Monitoring & Alerting on Linked Accounts)
  • Access to all our growth and wellness calculators
Diamond
+ All Platinum features
$1M–$2M: 1%
Above $5M: 0.60%
$2M–$5M: 0.80%

Key Features

All features in Platinum plus
DAF Strategies
Private Credit
Private Pre-IPO Investing
Private Income
Private Startup Investments
Arts & Collectibles Investing
PPLI and VUL Investments
Charitable Giving & DAF Services
QUANTEL FAMILY-OFFICE™️ access via partners

Complimentary Features

  • Fully Managed Investment Strategies
  • Fully Managed Investment Strategies
  • Quantel X-RAY (AI Monitoring & Alerting on Linked Accounts)
  • Access to all our growth and wellness calculators
Features
Bronze

AUM $0-$25K

across ALL household accounts

Silver

AUM $25K-$100K

across all household accounts

Gold

AUM $100K-$500K

across all household accounts

Platinum

AUM $500K-$1M

across all household accounts

Diamond

AUM above $1M

across all household accounts

Key Features
Quantel ETF Strategies
Quantel Stock & Crypto Strategies
Quantel Fixed Income Strategies
Quantel Options Strategies
Structured Notes
ESOP Diversification Strategies
QOZ & 1031 Exchange Investments
Insurance Services
Retirement Planning
Tax Planning & Filing Services
Trust & Will (Estate Planning)
DAF Strategies
Private Pre-IPO Investing
Private Credit
Private Income
Private Startup Investments
Arts & Collectibles Investing
PPLI & VUL Investments
Charitable Giving & DAF Services
Link External Accounts
Max 2
Max 4
Unlimited
Unlimited
Unlimited
DIY Trade Ideas Subscription
$49.99/mo
$29.99/mo
Free
Free
Free
Quantel 24×7 AI Advisor
Daily + Weekly Market Insights
QUANTEL FAMILY-OFFICE™ Access (via partners)
Linked External Accounts: Advisory Calls
$99/call
Free
Free
Quantel Complimentary Features
Fully Managed Investment Strategies
Tax Efficient Investing & Loss Harvesting
Quantel X-RAY (AI Monitoring & Alerting on Linked Accounts)
Access to all growth & wellness calculators
* Rebates on AUM fees available through participation in Quantel's referral program and family-office services.

AUM $0-$25K

across all household accounts

Key Features
Management Fees
FREE
Link External Accounts
Max 2
DIY Trade Ideas Subscription
$49.99/mo
Quantel ETF Strategies
Quantel Stock & Crypto Strategies
Quantel Fixed Income Strategies
Quantel Options Strategies
Structured Notes
ESOP Diversification Strategies
QOZ & 1031 Exchange Investments
Insurance Services
Retirement Planning
Tax Planning & Filing Services
Trust & Will (Estate Planning)
DAF Strategies
Private Investments (Pre-IPO, Credit, Income, Startups)
Arts & Collectibles / PPLI / VUL
Charitable Giving & DAF Services
Quantel 24×7 AI Advisor
Daily + Weekly Market Insights
QUANTEL FAMILY-OFFICE™ Access
Linked External Accounts: Advisory Calls
Quantel Complimentary Features
Fully Managed Investment Strategies
Tax Efficient Investing & Loss Harvesting
Quantel X-RAY (AI Monitoring & Alerting on Linked Accounts)
Access to all growth & wellness calculators

AUM $25K-$100K

across all household accounts

Key Features
Management Fees
1.5%
Link External Accounts
Max 4
DIY Trade Ideas Subscription
$29.99/mo
Quantel ETF Strategies
Quantel Stock & Crypto Strategies
Quantel Fixed Income Strategies
Quantel Options Strategies
Structured Notes
ESOP Diversification Strategies
QOZ & 1031 Exchange Investments
Insurance Services
Retirement Planning
Tax Planning & Filing Services
Trust & Will (Estate Planning)
DAF Strategies
Private Investments (Pre-IPO, Credit, Income, Startups)
Arts & Collectibles / PPLI / VUL
Charitable Giving & DAF Services
Quantel 24×7 AI Advisor
Daily + Weekly Market Insights
QUANTEL FAMILY-OFFICE™ Access
Linked External Accounts: Advisory Calls
Quantel Complimentary Features
Fully Managed Investment Strategies
Tax Efficient Investing & Loss Harvesting
Quantel X-RAY (AI Monitoring & Alerting on Linked Accounts)
Access to all growth & wellness calculators

AUM $100K-$500K

across all household accounts

Key Features
Management Fees
1.25%
Link External Accounts
Unlimited
DIY Trade Ideas Subscription
Free
Quantel ETF Strategies
Quantel Stock & Crypto Strategies
Quantel Fixed Income Strategies
Quantel Options Strategies
Structured Notes
ESOP Diversification Strategies
QOZ & 1031 Exchange Investments
Insurance Services
Retirement Planning
Tax Planning & Filing Services
Trust & Will (Estate Planning)
DAF Strategies
Private Investments (Pre-IPO, Credit, Income, Startups)
Arts & Collectibles / PPLI / VUL
Charitable Giving & DAF Services
Quantel 24×7 AI Advisor
Daily + Weekly Market Insights
QUANTEL FAMILY-OFFICE™ Access
Linked External Accounts: Advisory Calls
$99/call
Quantel Complimentary Features
Fully Managed Investment Strategies
Tax Efficient Investing & Loss Harvesting
Quantel X-RAY (AI Monitoring & Alerting on Linked Accounts)
Access to all growth & wellness calculators

AUM $500-$1M

across all household accounts

Key Features
Management Fees
1%
Link External Accounts
Unlimited
DIY Trade Ideas Subscription
Free
Quantel ETF Strategies
Quantel Stock & Crypto Strategies
Quantel Fixed Income Strategies
Quantel Options Strategies
Structured Notes
ESOP Diversification Strategies
QOZ & 1031 Exchange Investments
Insurance Services
Retirement Planning
Tax Planning & Filing Services
Trust & Will (Estate Planning)
DAF Strategies
Private Investments (Pre-IPO, Credit, Income, Startups)
Arts & Collectibles / PPLI / VUL
Charitable Giving & DAF Services
Quantel 24×7 AI Advisor
Daily + Weekly Market Insights
QUANTEL FAMILY-OFFICE™ Access
Linked External Accounts: Advisory Calls
Free
Quantel Complimentary Features
Fully Managed Investment Strategies
Tax Efficient Investing & Loss Harvesting
Quantel X-RAY (AI Monitoring & Alerting on Linked Accounts)
Access to all growth & wellness calculators

AUM $1M-$2M

across all household accounts

Key Features
Management Fees
$1M–$2M: 1% / $2M–$5M: 0.80% / Above $5M: 0.60%
Link External Accounts
Unlimited
DIY Trade Ideas Subscription
Free
Quantel ETF Strategies
Quantel Stock & Crypto Strategies
Quantel Fixed Income Strategies
Quantel Options Strategies
Structured Notes
ESOP Diversification Strategies
QOZ & 1031 Exchange Investments
Insurance Services
Retirement Planning
Tax Planning & Filing Services
Trust & Will (Estate Planning)
DAF Strategies
Private Investments (Pre-IPO, Credit, Income, Startups)
Arts & Collectibles / PPLI / VUL
Charitable Giving & DAF Services
Quantel 24×7 AI Advisor
Daily + Weekly Market Insights
QUANTEL FAMILY-OFFICE™ Access
Linked External Accounts: Advisory Calls
Free
Quantel Complimentary Features
Fully Managed Investment Strategies
Tax Efficient Investing & Loss Harvesting
Quantel X-RAY (AI Monitoring & Alerting on Linked Accounts)
Access to all growth & wellness calculators