5th Street Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

5th Street Advisors offers investment management services on a discretionary or non-discretionary basis, tailoring its advice to each client's individual needs and risk tolerance. They also provide standalone financial planning services, which involve analyzing a client's overall financial situation and future goals, and consulting services to investment advisory clients as needed. 5th Street also provides retirement plan consulting services to employer plan sponsors.

Assets Under Management$450M
Clients224
Advisors5
Avg. per Client$2M
Avg. per Advisor$89M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The maximum annual fee shall not exceed 1.00% p.a.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5 Advisors at this firm