1650 Wealth Management provides ongoing investment advice tailored to each client's circumstances and goals. They assess client objectives, needs, and current portfolio holdings to create a suitable investment program. While they offer financial planning as part of their investment management services, it's limited to referrals and topic discussions during meetings. They encourage clients to work with other professionals like tax advisors and estate planning attorneys.
Assets Under Management$110M
Clients130
Advisors1
Avg. per Client$860K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable for accounts above $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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