Daniel Lee is a registered investment advisor at Quantify Funds, based in Brooklyn, NY, with 3 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quantify Funds offers investment management for separate accounts, charging between 0.25% and 1.00% of the value of your portfolio annually. The specific fee is negotiated with each client or their wealth management platform. Fees are typically deducted from your account at the beginning of each calendar quarter, but clients can elect to be billed separately.
Location
Brooklyn, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the COO of Tidal ETF Services/Toroso Investments, an investment advisor, spending full-time hours on strategic direction, team management, compliance, and marketing. He is also the COO of Quantify Chaos Advisors/Quantify Funds, a registered investment advisor, dedicating about a third of his time to this role.
Employment History
Current Registrations
Quantify Funds
Previous Registrations
Foreside Fund Services, LLCBroker
Virtu Americas 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.