Twenty First Investors manages investment portfolios for trusts, IRAs, and brokerage accounts. They use an asset allocation approach, diversifying investments across stocks, bonds, and other asset classes using ETFs, mutual funds, and individual stocks. Investment strategies are tailored to each client's risk level and investment goals. Twenty First Investors manages client accounts on a discretionary basis.
Assets Under Management$17M
Clients24
Advisors1
Avg. per Client$710K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable in special circumstances, such as a high percentage of bonds or fixed-income investments or limited 401(k) or annuity investments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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