1919 Investment Counsel

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1919 Investment Counsel, LLC is a wholly-owned subsidiary of Stifel Financial Corp. 1919ic, including predecessor firms, has been in the business of providing investment counsel services since 1919. They provide equity and fixed income discretionary and non-discretionary investment advisory services. 1919ic also provides financial planning services and family office services in certain situations and may provide other types of investment advisory services.


Managed Investing

Trust Score
73
info_outline

Annual Management Fee Percent
$0 to $3,000,000 1.00%
$3,000,001 to $10,000,000 0.70%
$10,000,001 to $40,000,000 0.50%
$40,000,001+ 0.40%
Estimated Fees (Annual) $20,000 on a $2,000,000 portfolio
Minimum Annual Fee $20,000
Feature Value
Annual Management Fee Details None
Minimum Investment $2,000,000
Average Account AUM $2,087,601
Broker-Dealer Yes
Disciplinary History No
Total AUM $10.44 billion
Advisor / Client Ratio 1:208


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