1823 Wealth Management provides investment management and financial consulting services to individuals, high net worth individuals, families, trusts, estates, businesses, qualified/pension plans, and charities. Financial planning is included as part of the investment management services. 1823 Wealth Management creates custom portfolios aligned with each client's risk tolerance, investment objectives and goals.
Assets Under Management$7.2M
Clients26
Advisors1
Avg. per Client$280K
Avg. per Advisor$7.2M
www.facebook.com/ian.flescher ·www.linkedin.com/in/ian-kothe-flescher-08873a11b ·1823wealthmanagement.com
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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