Assets Under Management
$360.0M
Number of Clients
58
Number of Advisors
2
Average Client AUM
$6.2M
AUM per Advisor
$180.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
1836 Asset Management provides investment management services to separately managed accounts. They gather information regarding client goals and consider each client’s unique situation. They hire subadvisers to manage accounts and are responsible for the overall client relationship. They may evaluate and recommend unaffiliated investment managers.
| Assets Under Management | 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.
3401 Armstrong Ave, Dallas, TX, 75205