Advisor at Quantum Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lacey, WA
Credentials
ChFC®, Series 63
Industry experience
42 years
Carl Eshelman is a financial advisor with Quantum Solutions, Inc. in Lacey, WA, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has been with Quantum Solutions since 1995 and previously worked at Northwest Investment Advisors, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, Eshelman is involved in insurance sales and offers life settlements on a case-by-case basis. Quantum Solutions provides investment and comprehensive financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension plans, charitable institutions, and endowments. The firm emphasizes coordinated written plans and diversified asset-allocation models, often utilizing third-party money managers, and includes pension consulting as a notable part of its service offering.
Based on Quantum Solutions, Inc.
Based on Quantum Solutions, Inc.
$0 - $300,000: 0.75% $300,001 - $600,000: 0.60% $600,001 - $750,000: 0.55% $750,000 - $1,000,000: 0.50% $1,000,001+: 0.40%
$350 per hour with a minimum of 10 billable hours
Fee-only: Hourly advisory fees at $350 per hour with a minimum of 10 billable hours; negotiated fees may be considered.
Lacey, WA
Washington
Northwest Investment Advisors, Inc.
2018 - Present (8 years)
Signator Investors, inc.
2016 - 2018 (2 years)
Transamerica Financial Advisors, Inc.
2009 - 2016 (7 years)
Quantum Solutions Inc
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Cooper Point Advisors LLC
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