1291Group of the Americas provides wealth consulting and investment management services. Wealth consulting includes estate and tax planning, trusts, and insurance needs. Investment management involves managing portfolios of stocks, bonds, and other securities. Services are offered to U.S. and non-U.S. individuals, trusts, estates, and small businesses with U.S. connections. 1291Group of the Americas may recommend affiliated or third-party specialists, such as tax attorneys and insurance advisors.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
1291Group of the Americas manages investments either with your permission for each trade or with the authority to make trades without asking. The annual fee depends on the amount invested:
- Up to $3,000,000: 1.50% for discretionary and 0.75% for non-discretionary
- $3,000,001 to $5,000,000: 1.25% for discretionary and 0.50% for non-discretionary
- $5,000,001 to $10,000,000: 1.00% for discretionary and 0.25% for non-discretionary
- Over $10,000,001: Negotiable
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