1900 Wealth provides financial planning, consulting, and investment management services. They primarily allocate client assets among various mutual and exchange-traded funds. 1900 Wealth works with clients to assess their risk tolerance, time horizon, and liquidity constraints. They may also provide advice about legacy positions or other investments held in client portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Adviser may negotiate to reduce any fee. Assets under management exclude any non-managed assets held in a managed account. Employee discounts are at the discretion of the Adviser and 1900 Wealth’s Board after termination of employment, whether voluntary or otherwise. Not all of our clients are on the same advisory fee schedule as our fees, and the assets we bill on have changed over the life of the firm. Additionally, our fees are negotiable, and we reserve the right to negotiate any fees based on numerous factors. Therefore, some clients pay more or less than others for similar services.