1818 Private Client Group manages investment portfolios on both a discretionary and non-discretionary basis, tailoring strategies to each client's financial condition, risk tolerance, and goals. 1818 Private Client Group utilizes various asset classes including mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity, exchange-traded funds, and structured products. In addition to traditional portfolio management, 1818 Private Client Group provides non-discretionary advice on foreign currency hedging strategies and assists clients with outside assets such as real estate and loans. 1818 Private Client Group serves clients primarily as high-net-worth individuals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees are assessed as a cliff schedule where all assets are billed at the same rate based on total assets under management. Fees are negotiable.