Seven Hills Financial Fees & Minimum

Overview

Headquarters: Tallahassee, FL
Total Firm Assets: $281 million
Average High-Net-Worth Client Portfolio Size: $2.4 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: ADV PART 2A (2026-08-07) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.25%
$250,001	$500,000	1.10%
$500,001	$1,000,000	1.00%
$1,000,001	$2,000,000	0.75%
$2,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,875	1.09%
$5 million	$33,375	0.67%
$10 million	$58,375	0.58%
$50 million	$258,375	0.52%
$100 million	$508,375	0.51%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 61.35%
Number of High-Net-Worth Clients: 71
Total Client Accounts: 895
Discretionary Accounts: 895

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 143190

ADV PART 2A (2026-08-07) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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