Kyle Shealer is a registered investment advisor at Qst Capital LLC, based in San Francisco, CA, with 18 years of industry experience. Kyle 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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Current Registrations
Qst Capital LLC
Previous Registrations
Sanctuary Wealth Advisors LLC
Sanctuary Securities LLCBroker
Thinkequity LLC
Thinkequity LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.