Ashley Monk

Seven Post provides investment advisory and management services for an annual asset-based fee, which is negotiated with each client and currently ranges from 0.10% up to 1.32% of the value of your portfolio. The wide range of fees is partly due to the diversity and customized nature of client objectives and investment mandates. For instance, cash management fees are on the lower end, and global equities and alternative investment fees are on the higher end of the range. Fees are paid on a bundled or an unbundled basis and generally consist of investment management fees to Seven Post, as well as Sub-Advisor and/or Model Portfolio Provider fees. Clients with significant assets typically pay lower overall asset-based fee rates.