7 Streets Financial offers investment management using model portfolios tailored to different risk tolerances and investment goals. They also sponsor a wrap fee program. Additionally, 7 Streets provides comprehensive and hourly financial planning services, covering areas like personal finance, taxes, investments, insurance, retirement, and estate planning. Clients work with their attorney, accountant, and insurance agent to implement the recommendations.
Fee Structure
7 Streets Financial offers investment management services based on model portfolios. The annual fee ranges from 0.50% to 3.00% of your portfolio. The exact fee is determined on a case-by-case basis, considering factors like the amount of assets managed and the complexity of your financial situation. A minimum of $25,000 in assets or a $250,000 net worth is required for this service, but this may be negotiable. 7 Streets also sponsors a wrap fee program with fees ranging from 0.50% to 3.00%.