Seven Mile Advisory LLC

Seven Mile Advisory LLC is a privately owned investment advisory firm based in Ewing, New Jersey, established in 2021 by Pamela Perskie and Joseph Perskie. The firm specializes in discretionary investment management, investment advisory services, and consulting services, managing approximately $382 million in assets under management (AUM) and advising on approximately $1.54 billion in combined assets under management and advisement for around 33 relationships. Seven Mile Advisory offers tailored investment strategies based on clients' needs, goals, and risk tolerance, utilizing various investment types such as equity securities, fixed income securities, alternatives, mutual funds, and independent investment managers. Clients can engage the firm for financial planning, performance reporting, retirement planning, education planning, wealth transfer, tax planning, insurance planning, charitable planning, and business and personal financial planning. The fee structure includes a percentage of assets under management up to 0.85% annually or a fixed flat fee with an annual inflation adjuster of 3%. The firm acts in a discretionary capacity, allowing for trades without client pre-approval, and does not charge performance-based fees. Clients receive account reviews at least annually and have the option to receive reviews more frequently. Seven Mile Advisory does not vote proxies for client securities or file proofs of claim for class action lawsuits. The firm does not prepay fees exceeding $1,200 per client six months in advance and has a sound financial condition.