Wall St LLC is an investment advisory and financial planning firm owned by Gregory B. Coverdale, Jr. They offer financial planning services in retirement planning and investment planning, including portfolio construction. Wall St LLC tailors its planning services to individual clients' needs and does not take direct control over client assets. They also advise businesses, institutions, and pension funds and provide advisor selection services for a fee. They may also distribute newsletters or periodicals for a fee.
Fee Structure
Wall St LLC charges a percentage of your portfolio's value annually. The exact percentage is negotiable and depends on the complexity of your financial situation.
The annual fee ranges are:
- $0 - $100,000: 1% - 2%
- $100,000 - $500,000: 1% - 2%
- $500,000 - $1,000,000: 1% - 2%
- Over $1,000,000: 0.85% - 1.85%
In return for this fee, clients receive a review of their financial goals, specific investment recommendations, implementation of those recommendations, and at least annual discussions about account performance, financial condition, risk tolerance, and investment objectives.