Assets Under Management
$107.9M
Number of Clients
22
Number of Advisors
2
Average Client AUM
$4.9M
AUM per Advisor
$54.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
1818 Private Client Group, LLC offers discretionary and non-discretionary portfolio management services based on clients' financial conditions, goals, and risk tolerance. They advise on assets under advisement and offer non-discretionary advice on foreign currency hedging strategies. They generally limit their investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non -U.S. securities, venture capital funds and other private placements, as well as foreign currency swaps.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are negotiable.
2980 NE 207th St, Suite 809, Aventura, FL, 33180