WALT ST Investment Management (WSIM) manages client accounts using stocks, bonds, exchange traded funds (ETFs), mutual funds, and other publicly traded securities. WSIM tailors investment strategies to each client's specific needs and goals. WSIM emphasizes continuous and regular account supervision. Clients can place reasonable restrictions on the types of investments held in their portfolios.
Assets Under Management$9.8M
Clients38
Advisors1
Avg. per Client$260K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
WALT ST Investment Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 1.75% to 2.00% per year.
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