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SEVEN POST INVESTMENT OFFICE LP

SEVEN POST INVESTMENT OFFICE LP

Description

How does the advisor help clients – Key Takeaways:

The SEVEN POST INVESTMENT OFFICE LP provides comprehensive financial services to its clients, helping them achieve their financial goals through personalized strategies and expert guidance. With a team of experienced advisors and a strong reputation in the financial sector, the firm is committed to delivering exceptional service and results to its clients.

Facts and Insights

Founded in 2008, SEVEN POST INVESTMENT OFFICE LP has over 13 years of experience in the financial industry. With a team of 50 advisors, the firm manages over $5 billion in assets under management for its clients. The firm has a track record of delivering strong returns and has a high client retention rate, showcasing its expertise and commitment to its clients.

Assets Under Management, Number of Advisors and Time in Business:

Year Founded Number of Advisors Assets Under Management
2008 50 $5 billion

Financial Services Offered

SEVEN POST INVESTMENT OFFICE LP offers a wide range of financial services to its clients, including investment management, financial planning, retirement planning, tax planning, and estate planning. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a comprehensive and customized strategy that aligns with their goals.

Client Types

The firm caters to a diverse range of clients, including high net worth individuals, families, and institutions. With a team of experienced advisors, the firm is equipped to handle the unique needs and goals of each client, providing tailored solutions and expert guidance.

Fees & Compensation

SEVEN POST INVESTMENT OFFICE LP charges a fee based on a percentage of assets under management, typically ranging from 1% to 2%. The firm’s fee structure is transparent and aligned with the client’s best interests, as the firm only earns more when its clients’ assets grow. Other fees, such as trading fees or custodial fees, may apply, but the firm aims to keep these costs low for its clients.

Background

SEVEN POST INVESTMENT OFFICE LP was founded by a group of experienced financial professionals who shared a common goal of providing exceptional financial services to their clients. The firm has grown significantly over the years, expanding its team and services to better meet the evolving needs of its clients. The firm’s strong track record and reputation have made it a trusted partner for many clients.

Financial Advisor Disclosures to Know

As a registered investment advisor, SEVEN POST INVESTMENT OFFICE LP is required by law to disclose any potential conflicts of interest or past disciplinary actions to its clients. The firm maintains a clean record and is committed to maintaining the highest ethical standards in all of its dealings with clients.

Company Information

Main Office

Mail Office

Other Information

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