Seven Stages Wealth manages investment portfolios and provides customized financial planning for individuals, high net worth individuals, and businesses. Seven Stages Wealth builds investment portfolios using primarily low-cost, diversified mutual funds and exchange-traded funds, while also considering individual stocks and bonds. Seven Stages Wealth operates as a fiduciary, meaning the firm is legally required to act in your best interest. In addition to managing investments, Seven Stages Wealth offers comprehensive financial planning covering retirement, personal savings, education savings, and insurance needs. The firm may also recommend independent managers to handle portions of your portfolio when appropriate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees are negotiable at the sole discretion of Seven Stages Wealth. Total blended fees including independent managers will not exceed 3.00% annually.