A Little More About Webster Street Investment Advisors
At Webster Street Investment Advisors, we value investment management - customized just for you. With over 25 years of experience, David Huting, CFA is the managing principal of the firm. He was awarded Chartered Financial Analyst in 1991. Webster Street provides financial planning using proven technology. Cash flow analysis and “what if” analysis, determine criteria for achieving your goals and objectives.
TD Ameritrade is the custodian for Webster Street Investment Advisors, and have the option to have checks sent to a third party, directly from their TD Ameritrade account. TD has full and broad investment platforms and capabilities, and provides investing and trading services for over 11 million clients - totaling more than 1 trillion in assets and custodial services. Using a custodian such as TD Ameritrade, provides clients with a bulletproof back up and succession plan, if anything were to happen to Dave Huting, and the account was to be transferred.
Webster Street Investment Advisors prides itself on being able to build wealth, with lower fees, and a more personalized approach to investing. Your first 2 million translate into 1.0% at Webster Street, and our fees reduced to 0.8% from 2 million to 5 million. Overhead costs at Webster Street Investment Advisors, LLC. are kept at a minimum overall.