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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 Charles Schwab Institutional, offers the following types of accounts and services to its clients:

BROKERAGE ACCOUNTS

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

RETIREMENT ACCOUNTS

Charles Schwab Institutional Accounts (IRAs)

  • 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

  • Charles Schwab Institutional acts as custodian for brokerage assets titled in living revocable or irrevocable trusts.
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