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
8th Street Investments provides investment management services tailored to client goals, including financial planning, portfolio construction, and ongoing supervision. They also offer financial planning and consulting services separately, covering areas like retirement, education, and estate planning. Services are tailored to individual client needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable on a client-by-client basis.
1800 Diagonal Road, Suite 600, Alexandria, VA, 22314