1230 Advisors offers wealth management services, including investment management and financial planning, to individuals and high-net-worth individuals. They work closely with clients to identify their investment goals, risk tolerance, and financial situation to create a customized portfolio strategy. They construct portfolios using ETFs, mutual funds, individual stocks and bonds, and other investments. 1230 Advisors serves as a fiduciary, acting in the client's best interest.
Assets Under Management$110M
Clients30
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$110M
Fee Structure
1230 Advisors manages investments for a fee based on the value of your portfolio. The fee ranges from 0.65% to 2.00% annually. The exact fee is negotiable and takes into consideration the total amount of assets 1230 Advisors manages for you.
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