WallStreeti.com (WSI) provides investment management services to high net worth individuals. WSI designs investment portfolios and provides ongoing management on a fee-only basis. WSI recommends allocating investment assets among mutual funds and independent manager programs offered through Interactive Brokers. Clients must notify WSI of any changes to their financial situation or investment objectives.
Assets Under Management$90M
Clients88
Advisors1
Avg. per Client$1M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.00% |
| $3M+ | 1.50% |
WSI may charge a lesser management fee or accept lesser account sizes, based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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