Oliver Joseph is a registered investment advisor at Wall Street Capital Advisors, LLC, based in Ladue, MO, with 16 years of industry experience. Oliver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 25 clients with $3.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the 1% AUM fee, WSCA charges 20% of profits as an incentive fee. Calculations are done by an outside accounting firm. A new high water mark is established for each period. The account bases any profit or loss on the new high water mark compared to the account's value.
Fee Estimator
Location
9909 Clayton Rd, Ste Ll1, Ladue, MO, 63124-1184
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Wall Street Capital Advisors, LLC
Previous Registrations
Wall Street Capital Advisors, LLC
Wall Street Capital Advisors, LLC
Wall Street Capital Advisors, LLC.
State Registrations1 state
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