A7 Management provides non-discretionary investment advice, assisting clients with making informed investment decisions. A7 Management offers recommendations for investment actions, which require client approval before execution, and assists in implementing the investment decisions made by clients. A7 Management may act on client instructions, coordinating with brokers designated by the clients to buy or sell securities and adjust portfolios directly under the client’s control. A7 Management also offers research services on an ad-hoc or requested basis.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
- Market-Timing Execution Services: A monthly fee ranging from $1,000 to $5,000 per client account, depending on the complexity and frequency of trading activity requested by the client.
- Portfolio Monitoring Services: A monthly fee ranging from $500 to $5,000 per client account, based on the scope of monitoring and the size of the portfolio.
- Research Services: Fees range from $100 to $3,000 per project, depending on the size and complexity of the research request. This may include fundamental analysis of equities, macro analysis, or due diligence on investment strategies or managers.
One-Time Plan:$100 - $5,000
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