Seven Mile Advisory provides investment management and consulting services to individuals, families, and institutions. The firm offers continuous investment supervision and consulting services tailored to client objectives. Seven Mile Advisory may use independent managers to manage client assets and monitors their performance. Consulting services cover financial planning, retirement, education, wealth transfer, and tax planning.
Fee Structure
Seven Mile Advisory's investment management fee, which includes financial planning, is either a flat fee or based on the value of your portfolio. If based on portfolio value, the fee can be up to 0.85% annually, charged quarterly in advance. The flat fee is adjusted annually for inflation, typically 3%. The firm considers factors like account size, complexity, and reporting requirements when determining the flat fee.