Assets Under Management
$133.1M
Number of Clients
388
Number of Advisors
3
Average Client AUM
$343K
AUM per Advisor
$44.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wall Street Financial Group offers portfolio management, pension consulting, and financial planning services. They manage assets for individuals and companies, tailoring portfolios based on client objectives and risk tolerance. They also sell and service various types of insurance and annuities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
1 Wall St, Carlinville, IL, 62626