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The fee is billed in advance, is negotiable and requires an account of at least $250,000.","source":"ADV PART 2A, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Quaker Wealth Management use?","answer":"Quaker Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $439M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Quaker Wealth Management have?","answer":"Quaker Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Quaker Wealth Management invest in?","answer":"At the end of its last fiscal year, Quaker Wealth Management’s separately managed accounts held 65% exchange-traded equities, 20% high-yield corporate bonds, 10% non-exchange-traded equities and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Quaker Wealth Management have a minimum investment?","answer":"Yes, Quaker Wealth Management’s minimum account size for its Asset Management is $250K.","source":"ADV PART 2A, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Quaker Wealth Management?","answer":"Quaker Wealth Management’s direct owners are Peter News (50% to 75%) and John Heisler (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Quaker Wealth Management get paid?","answer":"Quaker Wealth Management is paid through a percentage of assets under management and fixed fees. 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