A Street Investments offers investment management and pension consulting services. For individual clients, they use the Long-Term Model Portfolio strategy. They tailor their services to each client's investment objectives, gathering information to understand their financial situation. Clients can restrict investments in certain securities. A Street Investments also provides general investment advice to employer plan sponsors through their pension consulting services.
Assets Under Management$61M
Clients81
Advisors2
Avg. per Client$750K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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