7 Streets Financial, LLC

7 Streets Financial, LLC is a state-registered investment adviser based in California, operating since May 1, 2016. The firm offers model portfolio management services with various asset allocation options tailored to different investor profiles. They manage accounts on a discretionary basis, aligning investments with client objectives and tax considerations. The firm also sponsors the 7 Streets Wrap program, providing continuous investment advice and customized investment programs. Financial planning services are available on an hourly or comprehensive basis, covering areas such as tax planning, investments, insurance, retirement, and estate planning. For model portfolio management services, fees range from 0.50% to 3.00% of assets under management, with a minimum initial investment of $25,000 or a client net worth of $250,000. The firm does not pay referral fees and does not vote proxies on behalf of clients. 7 Streets does not have custody of client accounts but sends quarterly statements. The firm exercises investment discretion with client-approved guidelines. Additionally, they employ top-down qualitative and quantitative research for investment selection, focusing on fundamental and technical analysis. 7 Streets has no financial conditions that could impair meeting contractual obligations and has not been subject to bankruptcy in the past decade.