Seven Mile Advisory LLC
Assets Under Management
$382.2M
Number of Clients
22
Number of Advisors
3
Average Client AUM
$17.4M
AUM per Advisor
$127.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Seven Mile Advisory LLC is a registered investment adviser offering discretionary investment management, investment advisory, and consulting services. They work with individuals, families, and institutions, utilizing various investment types based on client needs and goals. They may select independent managers and/or sub-advisors to manage client assets.
Fee Structure
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.
Areas of Practice
Location
100 Charles Ewing Blvd, Suite 160, Ewing, NJ, 08628