1919 Investment Counsel offers investment advice and portfolio management to individuals and institutions. They create tailored investment plans based on client goals, risk tolerance, and financial situations. 1919's services include equity, fixed income, and private fund management, as well as financial planning, family office services, and estate and generational wealth planning.
Assets Under Management$24B
Clients5,137
Advisors32
Avg. per Client$4.7M
Avg. per Advisor$750M
Fee Structure
Minimum Investment:$2M
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.
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Location
32 Advisors at this firm
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