Elizabeth Walton is a registered investment advisor at 1919 Investment Counsel, LLC, based in New York, NY, with 34 years of industry experience. Elizabeth 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.
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:
For fixed income accounts, the fee is:
For AKIA clients, the fee is 0.50% to 1.00% of assets under management.
The minimum account size is $2 million.
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