Mark Cecchini, CFP® - Quadrant Capital
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
Comprehensive wealth management and equity advice for people in tech/crypto with $2m+.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Education Planning
- Equity Compensation
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Risk Management
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Annual Fixed Fee — $15,000 annually
- Flat Fee — $15,000–$100,000 one-time
- AUM-Based Fee — 1% of AUM