SevenTwo LLC offers investment advice and financial planning to individuals, high-net-worth individuals, families, trusts, estates, businesses, and other institutional clients. SevenTwo works with clients to develop an investment strategy, allocate assets, construct portfolios, and provide ongoing investment advisory and supervision. SevenTwo manages accounts on a discretionary basis, primarily using mutual funds, ETFs, alternative investments, and individual securities. They may also recommend private investment funds.
Fee Structure
SevenTwo's investment advisory fees are paid quarterly and can be a flat fee or a percentage of the value of your portfolio. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with SevenTwo. Investment advisory fees do not exceed 1.5% annually. Fees may be negotiable at SevenTwo's discretion.