1836 Asset Management provides investment management services to individuals, high net worth individuals, trusts, businesses, and family offices. 1836 gathers information about client goals and risk tolerance. 1836 hires subadvisers to manage client accounts, but retains the authority to terminate those relationships with client agreement. 1836 may also evaluate and recommend unaffiliated investment managers to clients.
Assets Under Management$360M
Clients58
Advisors2
Avg. per Client$6.2M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable depending on the size and complexity of the client portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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