Seven Post serves as an outsourced investment office, offering comprehensive advice and solutions to clients with significant assets. Seven Post manages global, multi-asset class portfolios, including real estate and private assets. Seven Post customizes its advisory services to the specific investment and management needs of each client. Seven Post also provides family office services, including tax, trust, estate, and philanthropic coordination & planning.
Fee Structure
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.