1102 Partners offers customized wealth management services, including asset allocation and family office services. They work with clients to identify investment goals and construct portfolios using low-cost mutual funds and ETFs. They also offer equity management services. For family office services, 1102 Partners provides advice on estate planning, tax planning, philanthropy, cash flow analysis, and financial literacy, working with a client's other advisors. Stand-alone financial planning services are also available.
Assets Under Management$110M
Clients21
Advisors1
Avg. per Client$5.5M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable. For Clients in the Special Situations Micro-Cap strategy, the fee schedule is 1.25% of assets up to $10,000,000; 1.00% of assets above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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