1620 Investment Advisors provides customized investment management and consulting services for individuals, high-net-worth families, trusts, estates, and retirement plans. The registered investment advisor builds tailored portfolios using either a balanced strategy that mixes stocks and bonds or a fixed-income strategy focused entirely on bonds. Using a combination of computerized quantitative screening and fundamental analysis, the firm evaluates securities based on quality, value, and economic cycles. 1620 Investment Advisors acts legally required to act in your best interest and customizes allocations based on your individual goals, time horizon, and risk tolerance. Clients maintain their assets with independent third-party custodians like Fidelity or Charles Schwab, while 1620 Investment Advisors manages the accounts with the authority to make trades without asking first. In addition to personal wealth management, the firm offers retirement plan consulting for employers and research services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.50% |
Rates shown are for Balanced Accounts. Fixed Income Accounts are charged at lower rates ranging from 0.25% to 0.40%. Fees may be negotiable at the firm's discretion.