QuantStreet Capital provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, businesses, and charitable organizations. QuantStreet uses a machine learning algorithm combined with human oversight to construct portfolios at multiple risk levels. QuantStreet also offers subscriptions to model portfolios for other financial advisory firms and an advisor affiliation program.
Fee Structure
QuantStreet Capital manages investment accounts for clients, typically charging an annual fee based on a percentage of the value of your portfolio. The fees generally range from 0.30% to 0.80% per year, but may be higher or lower depending on the services provided, the complexity, and the size of the account. Fees are typically charged quarterly in advance, but other arrangements may be possible.