917 Advisory Services offers customized investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and retirement plans. They create investment strategies using low-cost, diversified mutual funds and exchange-traded funds, and may also use individual stocks and bonds. Financial planning services cover investment, retirement, education savings, and insurance needs. 917 Advisory acts as a fiduciary, committed to acting in the client's best interest.
Fee Structure
917 Advisory charges a percentage of your portfolio each year for wealth management services. The exact percentage depends on the complexity of your situation, the amount of assets they manage for you, and your overall relationship with them, but it can be up to 2.00% annually. The fee is calculated based on the value of your investments at the end of the previous quarter. Fees may be negotiable.