Double Seven Wealth Group manages investment portfolios based on each client's individual needs, objectives, and risk tolerance. They may use mutual funds, ETFs, stocks, bonds, and other investments. Double Seven Wealth Group also offers financial consulting services on topics like estate planning, retirement planning, and insurance. From time to time, Double Seven Wealth Group may offer complimentary educational seminars and workshops to clients and prospective clients.
Assets Under Management$8.7M
Clients31
Advisors1
Avg. per Client$280K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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