A complete list of active advisors currently associated with WallStreeti.com

Warmer can help you find a great advisor at WallStreeti.com or one who fits your needs even better.

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.

To learn more about the advisors currently working at WallStreeti.com, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.