1808 Capital Partners offers wealth management services including financial planning, investment advice, and estate planning. 1808 Capital works with individuals, high net worth individuals, banking or thrift institutions, charities, and corporations. Investment strategies are tailored to each client's needs and objectives, typically using diversified portfolios of equities, mutual funds, ETFs, and bonds.
Fee Structure
1808 Capital charges an annual fee of up to 2% of your portfolio. This fee is negotiable and can vary based on the complexity of your portfolio, the amount you invest, and other factors. The fee is typically deducted from your account quarterly in advance, but may be charged in arrears. You may receive a refund if you terminate the agreement before the end of a quarter.