8th Street Investments, LLC
Assets Under Management
$171.7M
Number of Clients
55
Number of Advisors
2
Average Client AUM
$3.1M
AUM per Advisor
$85.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
8th Street Investments offers investment management services tailored to individual client goals, including financial planning, portfolio construction, and ongoing supervision. They also provide financial planning and consulting services separately, covering areas like retirement, education, and estate planning. Services are tailored to each client's needs and restrictions.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be modified on a client-by-client basis.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, as detailed in the fee schedule. Financial planning fees range from $2,000 to $7,000 as a fixed fee, or $250 to $500 per hour, depending on complexity. If you also use 8th Street for investment management, they may offset some of those fees based on what you paid for financial planning.
Areas of Practice
Location
1800 Diagonal Road, Suite 600, Alexandria, VA, 22314