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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee shall not exceed 1.00% p.a.