1836 Asset Management is a registered investment advisor based in Dallas, Texas, providing investment management services to separately managed account clients, trusts, businesses, and family offices. The firm gathers information regarding client goals, risk tolerance, and investment objectives to build personalized portfolios. Services include asset allocation, portfolio supervision, evaluating and recommending third-party investment managers, and manager selection and fee negotiation. 1836 Asset Management may also hire subadvisers to manage client accounts or specific portfolio segments. The firm manages assets on both a discretionary and non-discretionary basis. Advisory fees are calculated as a percentage of assets under management, with rates scaling down for larger portfolios. The firm requires a minimum of $500,000 in investable assets, though minimums are negotiable.
Fee Structure
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 on a client-by-client basis and will not exceed 3%. Administrative services for non-advisory clients are charged a fixed annual fee payable quarterly in advance.