SevenWealth offers financial planning and asset management services. Financial planning includes evaluating an investor's current and future financial state, covering topics like financial goals, current financial position, risk management, investment planning, tax planning, retirement planning, and estate preservation. Asset management is discretionary and based on individual investment goals, time horizons, objectives, and risk tolerance. SevenWealth also holds seminars and workshops to educate the public.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.05% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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