EW
EW

Elizabeth Walton

34 Years of Experience

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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
5,137 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$24.0B

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

787 Seventh Avenue, 12th Floor, New York, NY, 10019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
1919 Investment Counsel, LLC
January 2005 - Present · 21 yrs 3 mos
Previous Registrations
Deutsche Investment Management Americas INC.
August 1991 - February 2005 · 13 yrs 6 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Elizabeth Walton - Financial Advisor | TrueAdvisor