7PW Wealth provides ongoing investment advice tailored to each client's individual needs and goals. The firm develops a personal investment policy based on a client's objectives and manages the portfolio accordingly. Financial planning is included as part of the advisory services at no additional charge. 7PW offers three model strategies with varying levels of equity and fixed income exposure.
Assets Under Management$30M
Clients41
Advisors3
Avg. per Client$720K
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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