WallStreeti.com, LLC is a fee based independent advisory firm serving high net worth clients, individuals, pension and profit sharing plans, trusts, and business entities.
WallStreeti.com, LLC is proud to do business with our clients. Our mission is to provide timely, accurate and pertinent value added financial services to our high net worth clients.
WallStreeti.com, LLC is a fee based independent advisory firm with principal offices in New York City. All clients pay a fixed annual fee based on a percentage of investable assets and a discounted commission for market orders.
WallStreeti.com, LLC caters to the investment needs of individuals, pension and profit sharing plans, trusts, and business entities. Clients custody their assets at Interactive Brokers.
As a leading Wall Street Boutique Wealth Management Firm, we encourage you to contact our Wealth Management Team to discuss if we can be of service to your investment needs. Or, you may simply call us at 855-888-WALL.
We always provide a detailed, extensive complimentary portfolio review analysis of your stock, bond, ETF and mutual fund portfolio before you become a client.
We will also, as a courtesy and without cost to you, review your 401(k), 403(b), 529 College Savings Plan(s), SEP-IRA, Traditional IRA as well as ROTH IRA plans.
Investing in stocks and bonds carries significant types of risks in all market environments and may include the risk of losing your entire principal investment. You should always consult with your Financial Professional before purchasing any investment to examine its merits and weigh its risks.
Schedule a confidential conversation with Wall Street Investments and explore how disciplined planning can support your next decision.