In today's dynamic market environment, a disciplined and thoughtful approach to investing is more important than ever. 5th Street Advisors is an SEC Registered Investment Adviser, providing strategic asset management solutions to individuals, families, businesses, and foundations. We construct and manage investment portfolios tailored to meet our clients' individual return requirements, risk tolerance, time horizon, tax situation, and liquidity needs. As part of our advisory services, we provide ongoing consultation and advice to our clients, offer comprehensive planning, and always work with them to adapt as circumstances change.
As an independently owned firm, 5th Street's portfolios are free of the conflicts of interest driven by commissions or the need to promote internal products. When managing client assets, 5th Street charges a fixed annual fee as a percent of assets under management, an arrangement that aligns our interests with that of our clients. We do not take custody of client assets and instead custody all assets at either Charles Schwab or Fidelity, both industry leaders.
In order to provide clients with aggregate account reports, 5th Street also provides monitoring and reporting on client accounts held with third parties. Additionally, we offer second-opinion analysis of existing portfolios.