1620 Investment Advisors offers investment advice to individuals, high net worth individuals, families, trusts, estates, retirement plans, corporations, and charitable organizations. 1620 Investment Advisors creates customized investment strategies based on client goals, risk tolerance, and financial situations. The firm primarily uses long-term focused strategies, but may re-allocate positions based on market conditions. They may also offer research and sub-advisory services to other financial firms, and consulting services to clients.
Fee Structure
1620 Investment Advisors charges a percentage of your portfolio's value each quarter. The annual rate varies depending on the type of account (Balanced or Fixed Income) and the amount you invest.
Balanced Accounts:
- $0 to $2,999,999: 0.75%
- $3,000,000 to $9,999,999: 0.65%
- $10,000,000 to $19,999,999: 0.55%
- $20,000,000 and over: 0.50%
Fixed Income Accounts:
- $0 to $2,999,999: 0.40%
- $3,000,000 to $9,999,999: 0.35%
- $10,000,000 to $19,999,999: 0.30%
- $20,000,000 and over: 0.25%
There is a minimum relationship size of $225,000.