1932 Investment Management offers asset management services on a discretionary basis to affiliated organizations. Services include determining investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on these factors. 1932 may recommend third-party managers.
Assets Under Management$790M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$790M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.75% to 1.00% depending on the level of assets and are negotiated on an individual basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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