Wall Street Capital Advisors manages investment portfolios for individuals, trusts, and pension plans. The firm focuses on earnings momentum, analyzing company profits, industry strength, and national economic trends to select exchange-traded stocks, exchange-traded funds, and mutual funds. Wall Street Capital Advisors customizes its advice to each client's risk tolerance and honors requests to avoid specific industries like alcohol, tobacco, or gambling. The firm operates with authority to make trades without asking first, using Charles Schwab as the custodian for client accounts.
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% |
Firm also offers a performance-based fee option for qualified clients consisting of a 1% annual fee plus 20% of profits.
Fee Estimator
Your Portfolio Value
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