22 Seven Wealth Management provides financial planning and portfolio management services. Financial planning covers topics like cash management, insurance, investments, estate planning, taxes, and retirement. Portfolio management involves creating individualized portfolios based on client objectives and risk tolerance. They also offer qualified plan consulting services to businesses. The firm also offers a wrap fee program consisting of model portfolios that are managed by third party investment adviser.
Assets Under Management$24M
Clients174
Advisors1
Avg. per Client$140K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Maximum annual fee is 1.25%. Fees are negotiable. A second management fee option is available to qualified clients: 0.50% annually plus a performance fee equal to 20% of the gains above the last annual “high water” mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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