1818 Private Client Group provides ongoing portfolio management services on a discretionary and non-discretionary basis. Investment decisions are based on your financial situation, goals, and risk tolerance. 1818PCG also offers advice on assets held outside of their management, such as real estate and loans, helping clients select banks and negotiate terms. They primarily advise on mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, and other investments.
Assets Under Management$120M
Clients22
Advisors2
Avg. per Client$5.2M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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