8th Street Investments manages investment portfolios and provides personalized financial planning and consulting services for individuals, families, trusts, and businesses. The firm develops customized investment strategies based on each client's goals, time horizon, and risk tolerance using fundamental analysis. Investment management services include asset allocation, portfolio construction, basic financial planning, and ongoing supervision, which can be handled either with or without direct trading authority from the client. For clients seeking standalone advice, 8th Street Investments offers comprehensive financial plans and consulting on specific topics such as retirement, estate planning, and insurance. The firm operates independently and does not accept commissions from financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable on a client-by-client basis.