JB
JB

Joris Bastien

5 Years of Experience
Simpsonville, SC

Joris Bastien is a registered investment advisor at Quantaraxia LLC, based in Simpsonville, SC, with 5 years of industry experience. Joris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $350K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$350K average
Assets Under Management
$350K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Qualified clients will pay an annual fee of up to 2.00% of assets under management along with an up to 30.00% performance fee based on capital appreciation. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Simpsonville, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joris participates on the advisory board for Globcoin, a company providing digital currency solutions. This investment-related activity takes minimal time.

Employment History
Current Registrations
Quantaraxia LLC
May 2020 - Present · 6 yrs
State Registrations1 state
SC
Advisor

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.

Exams
No exam information available for this advisor.