8th Street Investments offers investment management services tailored to each client's goals, objectives, and risk tolerance. These services include establishing an investment policy, basic financial planning, portfolio construction, and ongoing investment management. 8th Street also provides financial planning and consulting services separately, covering areas like investment planning, retirement planning, and education savings. Clients can impose reasonable restrictions on investments, but some restrictions may not be accommodated.
Assets Under Management$170M
Clients55
Advisors2
Avg. per Client$3.1M
Avg. per Advisor$86M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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