Wall Street Capital Advisors (WSCA) offers investment advice on a discretionary basis, focusing on earnings momentum. WSCA analyzes company profits, industry group strength, and economic trends to advise on stocks, ETFs, and mutual funds. WSCA tailors advice to each client's risk tolerance and investment objectives, and honors requests to avoid certain stocks or industry groups. WSCA does not offer wrap fee products or use outside money managers.
Assets Under Management$3.5M
Clients25
Advisors2
Avg. per Client$140K
Avg. per Advisor$1.8M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...