Seven Hills Capital Advisors offers personalized financial planning and asset management services. They provide investment advice on securities and insurance, primarily focusing on equity securities, exchange traded funds, and mutual funds. Seven Hills Capital Advisors tailors its advisory services to individual client needs based on their goals, objectives, and risk tolerance. They also offer comprehensive financial planning services covering areas like net worth analysis, goal setting, retirement planning, and education funding.
Fee Structure
Seven Hills Capital Advisors charges a fee based on the value of your portfolio. This fee is negotiated and typically ranges from 0.50% to 1.25% per year, depending on your needs, investment goals, and the level of activity and oversight required. Fees are charged either quarterly or monthly, as you prefer, and are based on the average daily balance of your account. These fees are deducted directly from your account by the custodian. In addition to the advisory fee, you will also be charged transaction fees by the custodian.