Wall Street Investment Management, LLC

Fee-Only (% of Portfolio)

Wall Street Investment Management (WSIM) provides investment management services, specializing in global macro strategies. WSIM invests in stocks, options, exchange-traded funds, foreign securities, warrants, corporate debt, treasuries, municipal securities, and mutual funds, using both long and short positions based on market analysis. WSIM does not tailor its services to individual client needs, and clients cannot impose restrictions on investments.

Assets Under Management$160M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$160M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable for qualified clients (high net worth investors).

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm