77th Street Investors manages individually tailored investment portfolios for clients based on their individual needs and goals. The firm develops a personal investment policy or plan with an asset allocation target and creates and manages a portfolio based on that policy. The firm gathers data to determine a client's objectives, time horizons, risk tolerance, and liquidity needs.
Assets Under Management$15M
Clients6
AdvisorsN/A
Avg. per Client$2.5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.