Seven Mile Advisory is a registered investment advisor headquartered in Tallahassee, Florida, offering discretionary investment management, financial planning, and consulting services. Seven Mile Advisory focuses on developing customized portfolios using a mix of equities, fixed income, alternative investments, mutual funds, and independent managers or sub-advisors. The firm tailors its services to each client's specific goals, risk tolerance, and time horizon, while also offering ongoing financial planning covering retirement, tax strategies, estate planning, education funding, and insurance needs. Seven Mile Advisory serves individuals, high-net-worth families, trusts, estates, businesses, and institutional clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual management fee for investment management services ranges up to 0.85% of assets under management, assessed quarterly in advance. Alternatively, clients may pay a fixed flat fee that typically increases by a 3% inflation adjuster annually.