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TQM Wealth Partners
TQM Wealth Partners is an independent registered investment advisor providing fee-based financial planning and portfolio management to individuals and...
TQM Wealth Partners
Cultivating Prosperity | TQM Wealth Partners was founded on the pillars of total quality management. Our approach draws from multidisciplinary expertise, catering comprehensive planning for financial independence and wealth management services to families and businesses. These pillars are held together by the belief that the best results are achieved when care is infused into all of our services.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is TQM Wealth Partners a fiduciary?
Yes. As a registered investment advisor with the SEC, TQM Wealth Partners operates under a fiduciary duty to its clients, meaning it is legally obligated to place client interests ahead of its own. This status is disclosed in its Form ADV and distinguishes the firm from broker-dealers who are held to a suitability standard.
How does TQM Wealth Partners charge for its services?
The firm charges fees as a percentage of assets under management for discretionary accounts and may offer fixed or hourly fees for financial planning and consulting engagements. Its fee schedule is detailed in its Form ADV Part 2A brochure, and it does not earn commissions on recommended products, which reduces conflicts of interest.
What types of clients does TQM primarily serve?
Its ADV filings indicate a client base composed largely of individuals and high-net-worth individuals, with a smaller share of pension and profit-sharing plans. The firm does not publicly report large institutional separate-account mandates, and its service model skews toward personal financial planning alongside investment management for families rather than pure institutional asset management.
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