Ann Haas

1919 Investment Counsel charges a percentage of your portfolio's value each quarter. The exact fee depends on the type of account and how much you have invested.

For individual accounts, the fee is:

• 1.00% on the first $3 million
• 0.70% on the next $7 million
• 0.60% on the next $15 million
• 0.50% on the next $30 million
• 0.40% on the balance

For fixed income accounts, the fee is:

• 0.50% on the first $3 million
• 0.35% on the next $7 million
• 0.20% on the next $15 million
• 0.25% on the next $30 million
• 0.20% on the balance
• 0.10% on the balance

For AKIA clients, the fee is 0.50% to 1.00% of assets under management.

The minimum account size is $2 million.