7th St. Financial provides financial planning and investment management services. Financial planning covers budgeting, education, debt management, insurance, estate, retirement, and investment planning. Investment management involves creating tailored portfolios based on client goals, risk tolerance, and time horizon. 7th St. Financial also offers a Young Professional Program.
Assets Under Management$6.9M
Clients7
Advisors1
Avg. per Client$980K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
7th St. Financial offers investment management as part of its Young Professional Program for $100 per month. The firm does not specify fees for investment management outside of this program.
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