Assets Under Management
$1.5B
Number of Clients
415
Number of Advisors
N/A
Average Client AUM
$3.7M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealthstream offers financial planning and investment management services. Financial planning covers cash flow, investments, retirement, estate, tax, debt, education, and insurance. Investment management includes allocating assets among Independent Managers, mutual funds, ETFs, individual securities, and variable annuities. Services are tailored to individual client needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
60 East 42nd Street, Suite 1120, New York, NY, 10165