5th Street Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

5th Street Advisors provides investment management, financial planning, and retirement plan consulting. The firm builds globally diversified portfolios using exchange-traded funds and mutual funds based on strategic asset allocation and macroeconomic research. Clients can grant 5th Street Advisors the authority to make trades without asking first, or choose non-discretionary management for held-away accounts like employer retirement plans. Financial planning covers topics such as retirement projections, cash flow, and overall financial organization. The firm primarily recommends holding client assets at Fidelity or Schwab. 5th Street Advisors works with individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities.

Assets Under Management$520M
Clients222
Advisors4
Avg. per Client$2.4M
Avg. per Advisor$130M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1.00%. Financial planning is complementary for investment management clients who meet the minimum portfolio value.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 Advisors at this firm