6th Street Advisors offers investment advisory services through managed accounts, where they help clients determine the suitability of different programs based on their financial situation and goals. They may manage assets internally or recommend a third-party sub-advisor. 6th Street also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. They also offer retirement plan consulting services for companies.
Assets Under Management$260M
Clients295
Advisors3
Avg. per Client$870K
Avg. per Advisor$86M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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