Seven Mile Advisory charges fees based on a percentage of assets under management (AUM) or a fixed flat fee. AUM fees range up to 0.85% annually, assessed quarterly in advance. Fixed flat fees increase annually by an inflation adjuster, typically 3%. Consulting services are also available for a fee. Clients may incur additional charges from third parties like broker-dealers and custodians.
100 Charles Ewing Blvd, Suite 160, Ewing, NJ, 08628
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →