WallStreeti.com
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WallStreeti.com, LLC provides fee-only investment management and related advisory services primarily to high-net-worth individuals and to certain institutional clients, including pension and profit-sharing plans, trusts, and business entities. Services are delivered on a primarily non-discretionary basis and clients may implement recommendations through third-party custodians such as Interactive Brokers.
The firm follows a Modern Portfolio Theory framework, emphasizing diversified allocations to passively managed mutual funds, ETFs and fixed income securities with a preference for long-term buy-and-hold strategies. Portfolio recommendations are tailored to client objectives and implemented non-discretionarily, with the adviser selecting and recommending investments while clients retain trading authority and proxy voting rights.
Distinctive features include a large proportion of assets managed on a non-discretionary basis—over $105 million reported—and the firm’s provision of portfolio management for institutional accounts, both of which are uncommon among independent advisers. The firm typically focuses on higher-minimum accounts, discloses receipt of custodial research and support services (without receiving transaction commissions), and notes the principal’s outside involvement in film and theatrical production.
Client services
Expertise
Fee options
Fixed fee arrangement available ranging from $200 to $1,000 depending on portfolio value, number of accounts, and extent of financial planning services.
$0 - $3,000,000: 2.00% $3,000,001+: 1.50%
Account minimum: $500,000 Fee-only: Annual investment management fee between 1.50% and 2.00% based on assets under management; pro-rated and paid monthly in arrears.
Main office
48 Wall Street, 11th Floor
New York NY 10005
Advisors at this office
1
Most active in
California · New York
Also doing business as
Wallstreeti.Com · Wallstreeti.Com LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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