Wall Street Financial Group, INC.
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
About This Firm
Wall Street Financial Group offers portfolio management, pension consulting, and financial planning services. They manage assets on a discretionary basis, recommending investments based on client objectives and risk tolerance. They also manage held-away assets through a third-party platform.
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Fee Estimator
The firm charges a monthly fee based on the value of your assets (see table for rates). For example, a $100,000 account would cost 1.50% per year. Financial plans are available for a one-time fee of $500. The firm also earns commissions from the sale of insurance products.
Areas of Practice
Location
1 Wall St, Carlinville, IL, 62626