Erik Robert Wald
Investment Adviser Representative at QUEST INVESTMENT MANAGEMENT, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Institutional Large Cap Equity - First $25M | 0.60% |
| Institutional Large Cap Equity - Next $25M | 0.50% |
| Institutional Large Cap Equity - Over $50M | 0.40% |
| Retail Large Cap Equity - First $2.5M | 1.00% |
| Retail Large Cap Equity - Next $7.5M | 0.75% |
| Retail Large Cap Equity - Next $15M | 0.60% |
| Conservative CAAS - First $25M | 0.50% |
| Conservative CAAS - Next $25M | 0.40% |
| Conservative CAAS - Over $50M | 0.25% |
| Strategic CAAS - First $25M | 0.60% |
| Strategic CAAS - Next $25M | 0.50% |
| Strategic CAAS - Over $50M | 0.40% |
| Retail CAAS - All Assets | 1.00% |
Firm-stated minimum; may be waived at the firm's discretion.
Quest Investment Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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