1834 Investment Advisors offers investment management services including portfolio assessment, asset allocation, and ongoing review. They develop an Investment Policy Statement with clients to guide investment recommendations. 1834 also provides retirement plan services and private investment consulting. Research and strategy are available to clients at no additional cost. The firm is a wholly-owned subsidiary of Old National Bancorp.
Fee Structure
1834 Investment Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable depending on the size of your portfolio, the complexity of the services you need, and your individual circumstances. Fees are calculated and charged at the end of each calendar quarter. There is generally a $500,000 minimum to establish an investment advisory relationship, but 1834 may waive this requirement.