Firm
QuantStreet Capital
Rye, New York
Fee-only
QuantStreet Capital at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 26 individual clients, 19 of them high net worth.
- Its average account is about $2.6 million (assets it manages divided by its 74 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Rye, New York |
|---|---|
| Website | quantstreetcapital.com |
| [email protected] | |
| Phone | (212) 537-3877 |
QuantStreet Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% to 0.8% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Typically 0.5% to 0.8% of assets under management annually, depending on your AUM and preferred services." source
"Typically 0.5% to 0.8% of assets under management annually, depending on your AUM and preferred services." source
"Typically 0.5% to 0.8% of assets under management annually, depending on your AUM and preferred services." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $193 million |
| Individual clients | 7 |
| High-net-worth clients | 19 |
| Accounts managed | 74 |
| Employees | 2 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-135440) |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 316095 |