1919 Investment Counsel Review


1919 Investment Counsel, founded in 2004, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 24 advisors. 1919 Investment Counsel manages $11.25 billion and provides investment advisory services for 3,436 clients (1:143 advisor/client ratio).

1919 Investment Counsel requires a $2,000,000 minimum investment and charges between 1.00% and 0.40% for ongoing portfolio management services, depending on the size of the portfolio.

Managed Investing


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Trust Score
81
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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%
Feature Value
Estimated Fees (Annual) $20,000 on a $2,000,000 portfolio
Annual Management Fee Details None
Minimum Investment $2,000,000
Minimum Annual Fee $20,000
Average Account AUM $3,274,353
Broker-Dealer Hybrid Yes
Disciplinary History No
Total AUM $11.25 billion
Advisor / Client Ratio 1:143


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