1900 Wealth Management offers a range of advisory services including wealth management, financial planning, tax planning consulting, and family office services. The firm builds customized investment portfolios primarily using low-cost exchange-traded funds and mutual funds based on each client's goals and risk tolerance. Operating as a registered investment adviser under the ownership of Jefferson Bank, 1900 Wealth acts in its clients' best interests as a fiduciary. The firm tailors its strategies for individuals, families, trusts, and business entities, and also provides management for affiliated private investment funds.
Assets Under Management$3.1B
Clients496
Advisors18
Avg. per Client$6.2M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
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% |
Fees are negotiable at the discretion of the firm. Minimum annual advisory fee is $7,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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