Jeffrey Peng is a CFA-designated registered investment advisor at 1919 Investment Counsel, LLC, based in Philadelphia, PA, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 5,137 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1717 Arch Street, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
1919 Investment Counsel, LLC
State Registrations1 state
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