19:21 Investing provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment plan to help select a suitable portfolio. The firm also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. 19:21 Investing generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and commodities, with a preferred strategy of option trading.
Assets Under Management$810K
Clients7
Advisors1
Avg. per Client$120K
Avg. per Advisor$810K
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.3M | 1.75% |
| $1.3M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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