Seven Canyons Advisors, LLC

Fee-Only (% of Portfolio)

Seven Canyons Advisors is an investment advisor that uses a "bottom-up" process to find investment opportunities. They manage money for investment companies, private funds, and separately managed accounts. Their strategies can be tailored to specific client needs, with fees negotiated on a case-by-case basis. When providing advice on retirement plan accounts, Seven Canyons is legally required to act in your best interest.

Assets Under Management$120M
Clients4
Advisors4
Avg. per Client$30M
Avg. per Advisor$30M

Fee Structure

Investment management only (planning not offered)

Seven Canyons does not have standard investment management fee schedules for separately managed accounts or client-tailored strategies. Fees are negotiated individually with each client.

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Location

4 Advisors at this firm