Introduction
QuickStart Capital Management is an investment adviser registered with state securities regulators. We help you grow, protect, and preserve your wealth through personalized investment management and financial planning services.
Key Information About Us
- We are NOT registered with the SEC - we operate under state registration requirements
- We provide investment advisory services (not brokerage services)
- We serve fewer than 15 clients to maintain our SEC exemption
- We act as your fiduciary - we must act in your best interest
Conversation Starter
Given my financial situation, should I choose an investment advisory service? Why or why not?
Relationships and Services
What investment advisory services do we offer?
We offer you the following investment advisory services:
Investment Management
We create and manage investment portfolios tailored to your goals, risk tolerance, and time horizon. We handle day-to-day investment decisions on your behalf.
Financial Planning
We develop comprehensive financial plans covering retirement, education, estate planning, and tax strategies to help you achieve your life goals.
Risk Management
We help protect your wealth through insurance planning and risk assessment to ensure your financial security.
Financial Education
We provide educational resources and guidance to help you understand investment concepts and make informed decisions.
What types of relationships do we have with clients?
We work with you in an ongoing advisory relationship where:
- We manage your investment accounts on a discretionary basis (we make investment decisions for you)
- We provide continuous investment advice and portfolio monitoring
- We meet with you regularly to review your portfolio and adjust strategies
- We are available to answer your questions and provide guidance
Conversation Starter
How will you choose investments to recommend to me?
Fees, Costs, Conflicts, and Standard of Conduct
What fees will you pay?
You will pay an investment advisory fee based on a percentage of the market value of the assets we manage for you. Since our fees are based on your account value, we benefit when your assets increase because we receive more fees.
| Service | Fee Rate | How Often | How Calculated |
|---|---|---|---|
| Investment Management | 0.50% - 1.50% | Quarterly | Percentage of assets under management |
| Financial Planning | $150 - $300/hour | As needed | Hourly rate or fixed project fee |
| Consultation | $200/hour | As needed | Hourly rate for specific advice |
Important Fee Information
- You pay fees whether you make or lose money on your investments
- Fees reduce your investment returns over time
- You may also pay additional costs like custody fees and transaction costs
- We don't receive commissions or transaction-based compensation
Conversation Starter
Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
What are your conflicts of interest?
We have some conflicts of interest that you should understand:
Asset-Based Fees
We earn more money when your account balance is higher, which could create an incentive for us to recommend that you keep more assets with us rather than using them for other purposes.
Service Provider Relationships
We may receive non-cash benefits from custodians and service providers (like technology platforms or research services) that are generally available to all advisers who use their services.
How We Address Conflicts
- We disclose all material conflicts of interest to you in writing
- We act in your best interest despite any conflicts
- We seek your informed consent when conflicts exist
- We implement procedures to minimize conflicts where possible
Conversation Starter
How might your conflicts of interest affect me, and how will you address them?
How do we make money?
Our primary source of income is the advisory fees you pay us. We do not receive:
- Commissions for buying or selling securities
- Payments from mutual funds or investment companies
- Kickbacks or referral fees for recommending services
- Transaction-based compensation
What is our standard of conduct?
As your investment adviser, we are held to a fiduciary standard. This means we must:
- Act in your best interest at all times
- Provide advice that is suitable for your situation
- Disclose all material conflicts of interest
- Seek best execution for your transactions
- Put your interests ahead of our own
Disciplinary History
Clean Record
Neither QuickStart Capital Management nor any of our advisory personnel have been subject to any disciplinary actions by state securities regulators or other regulatory authorities.
How to check our disciplinary history
You can find additional information about our disciplinary history (if any) by:
- Contacting the state securities regulators where we conduct business
- Reviewing our Form ADV filings with state regulators
- Asking us directly for any disciplinary information
Conversation Starter
As a financial professional, do you have any disciplinary history? For what type of conduct?
Additional Information
Where can you find more information?
You can find additional information about our investment advisory services by:
Form ADV
Our complete Form ADV is available by request. This document provides detailed information about our services, fees, and business practices.
Request Form ADVWebsite Disclosures
Visit our disclosure page for complete regulatory information, privacy policy, and terms of service.
View DisclosuresWho is your primary contact person?
Primary Contact
John Martinez - Chief Executive Officer
Email: info@quickstartcap.com
Phone: 3158102518
Hours: Monday-Friday, 9:00 AM - 5:00 PM EST
Conversation Starter
Who is my primary contact person? Who can I talk to if I have concerns about how this person is treating me?
Free tools to research our firm
You can research investment advisers and learn more about investing at these free websites:
- Investor.gov - SEC's investor education website with free tools and resources
- State securities regulator websites - Contact information for your state's securities regulator
- North American Securities Administrators Association (NASAA) - Information about state securities regulators
Remember
If you have questions about this Relationship Summary or our services, please contact us at info@quickstartcap.com or 3158102518. We're here to help you understand our relationship and how we can work together to achieve your financial goals.