Wealthstream Advisors, INC.
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
About This Firm
Wealthstream Advisors 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. They tailor services to individual needs, considering risk tolerance and time horizon.
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Fees may be negotiable at Wealthstream's discretion.
Fee Estimator
Wealthstream charges fees for financial planning and investment management. Financial planning fees range from $12,000 to $25,000 on a fixed fee basis or $350 to $750 hourly. Investment management fees are based on a percentage of assets managed, ranging from 0.35% to 1.00% annually, billed quarterly. For example, a $3,000,000 portfolio would be charged a blended rate of 0.916%. They also charge 0.10% for administrative services for security positions not included in model portfolios. The minimum annual fee is $20,000.
Areas of Practice
Location
60 East 42nd Street, Suite 1120, New York, NY, 10165