Wells Street Advisors (WSA) is an investment management firm that provides asset management services to individuals, high-net-worth individuals, family offices, trusts, retirement plans, and pension/profit-sharing plans. WSA also manages its Protected Index Program (PIP). WSA requires clients to provide information about their financial situation, investment objectives, and risk tolerance. Client accounts are managed based on the client's financial situation and investment objectives.
Assets Under Management$480K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$240K
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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