Quantitative Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quantitative Solutions, LLC is a solo-registered investment adviser that serves individuals (including high‑net‑worth clients) and small pension and profit‑sharing plans, offering financial planning and portfolio management services. The firm manages a small client base with roughly $14 million in assets largely held on a non‑discretionary basis and also provides stand‑alone financial planning engagements.
The firm develops a Financial Profile and Investment Plan with each client and implements strategies using asset allocation modeling, primarily through mutual funds and tax‑free, fee‑only variable annuities. Quantitative Solutions relies on quantitative analysis and portfolio optimization tools and, when appropriate, executes client-directed activity through third‑party platforms (including Betterment and Altruist) that offer automated rebalancing and tax‑loss harvesting.
Distinctive elements include the principal’s outside commercial real estate brokerage activity with NAI Nashville and the firm’s use of the Betterment for Advisors wrap‑fee platform and institutional custodian relationships. The combination of a very small, solo practice that manages most assets on a non‑discretionary basis via wrap and custodial platforms is atypical among independent advisory firms.
Client services
Expertise
Fee options
Fixed fees for financial planning negotiated based on project complexity
$0 - $999,999: 1.00% $1,000,000 - $5,000,000: 0.80% $5,000,001 - $15,000,000: 0.50% $15,000,001+: Negotiable
Hourly fees range from $100 to $200 per hour
Account minimum: $500,000 Minimum fee: $5,000 per year minimum fee Fee-only: Financial planning fees charged on fixed fee basis, hourly fees range from $100 to $200 per hour, daily fees up to $1,000 per day, fees negotiable
Main office
Franklin TN
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Quantitative Solutions, LLC · Shea, Peter Ryan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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