1919 Investment Counsel Review


Trust Score 81%
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1919 Investment Counsel, federally registered 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 (1:144 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.

Benefits


  • Firm has $1B or more in assets under management
  • Firm does not have a disciplinary history
  • Firm services over 1,000 clients
  • Firm uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • Firm has been federally registered for only 13 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • There is only one licensed advisor for every 144 clients
  • Firm also practices as a law firm or is affiliated with one. When acting in this dual-capacity, advisors may be incentivized to implement plans as an attorney that would drive higher commissions for themselves as investment advisors
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist


KEY
location_city Company Profile
pan_tool Disciplinary History
crop Conflicts of Interest


Managed Investing


Feature Value
Estimated Fees (Annual) $20,000 on a $2,000,000 portfolio
Annual Management Fee Notes 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 1:144
Headquarters Baltimore, MD
SEC Filings Forms and Brochures


Annual Fee Ranges 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%


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