Webster Street Investment Advisors provides investment management services to individuals, high net worth individuals, and pension and profit-sharing plans. Webster Street works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. Webster Street constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds, and may also use individual stocks, bonds, or structured notes.
Assets Under Management$110M
Clients56
Advisors2
Avg. per Client$2M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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