WallStreeti.com, LLC has taken the full commission issue out of the advisor-client relationship. We learned a long time ago that we have to do what is in the best interests of the client, not a brokerage firm. Furthermore, WallStreeti.com, LLC performs an analysis before the investor becomes a client. There is no fee associated for this introductory meeting between the Investment Advisor and the Investor. WallStreeti.com, LLC, through our Custodian, offers the following types of accounts and services to its clients:

BROKERAGE ACCOUNTS

  • Brokerage Account Features
    • Transfer Funds Electronically
    • Money Link
    • Pay Bills Online
    • BillPay
    • Deposit Checks Directly
    • Accessing Cash Immediately
    • Visa Debit Card

RETIREMENT ACCOUNTS

  • Traditional/Rollover
  • Roth
  • Education

Small Business Plans

  • Qualified Retirement Plan
  • SEP IRA
  • SIMPLE IRA
  • Company Retirement Account (CRA)
  • 403(b)(7) Custodial Account

Large Company Plans

  • 401(k)
  • Personal Choice Retirement Account (PCRA)

TRUST ACCOUNTS

  • Our Custodian acts as custodian for brokerage assets titled in living revocable or irrevocable trusts.