War Streets Capital provides investment management services tailored to clients' individual needs, investment objectives, and risk tolerance. They manage investments in equities, exchange traded funds, U.S. treasuries, bonds, municipal securities, and certificates of deposit, and may use options contracts. War Streets Capital has the authority to make trades without asking first. Clients are responsible for notifying War Streets Capital of any changes to their financial situation.
Assets Under Management$8.6M
Clients14
Advisors1
Avg. per Client$620K
Avg. per Advisor$8.6M
www.facebook.com/warstreetscapital ·www.warstreetscapital.com ·www.linkedin.com/in/steven-singer-3bb05b195
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
Fees may be negotiated with each client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...