Luke Carlson is a registered investment advisor at Qst Capital LLC, based in San Francisco, CA, with 9 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 17 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
QST Capital charges an annual advisory fee of 2.50% of your portfolio's value, unless negotiated otherwise. For qualified clients, they may agree to a reduced management fee of 1.00% and up to 20.0% of the net profits achieved for the previous quarter’s account management. Fees are paid quarterly in advance. The minimum account size is $250,000, but this is negotiable.
Location
201 Spear Street, Suite 1100, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Luke is a treasury consultant for corporate management teams, providing strategic vision and best practices for treasury technology and programs. He dedicates nearly full-time hours to this business and does not participate in investment-related activities in this role.
Employment History
Current Registrations
Qst Capital LLC
State Registrations2 states
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