Seven Bridges Advisors offers investment management services, both discretionary and non-discretionary, to high-net-worth individuals, charitable organizations, family offices, and trusts. Seven Bridges also advises pooled investment vehicles and acts as a sub-advisor to other investment advisors. Seven Bridges creates customized asset allocation programs for its advisory clients, recommending investments in various investment vehicles and separately managed accounts.
Fee Structure
Seven Bridges charges an annual advisory fee for investment management services, ranging from 0.20% to 1.25% of the value of your portfolio. The specific fee may be higher or lower depending on your individual circumstances and the assets managed. If you invest in a fund that Seven Bridges also manages, any management fees you pay to that fund will be credited against your advisory fee.