1919 Investment Counsel, LLC
Assets Under Management
$24.0B
Number of Clients
5,137
Number of Advisors
32
Average Client AUM
$4.7M
AUM per Advisor
$749.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
1919 Investment Counsel, a subsidiary of Stifel Financial Corp, offers tailored investment advisory services, including equity, fixed income, and private funds, to individual and institutional clients. They also provide financial planning, family office services, and estate and generational wealth planning to individuals. Investment strategies are customized based on client needs and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $40.0M | 0.50% |
| $40M+ | 0.40% |
Based on a $2 million minimum account or client relationship. Fee schedule is for Equity/Balanced accounts (excluding AKIA clients).
Fee Estimator
Clients generally pay a quarterly management fee based on their assets under management. The minimum account size is $2 million. Fees vary based on circumstances, including prior fee schedules, transitions from affiliated firms, and greater servicing needs. Clients may request to household accounts for lower fee tiers. 1919 considers several factors in determining whether to approve requests for non-standard fees or relationship/client minimum assets including, but not limited to, longevity of relationship, aggregate assets under management across asset types, additional services contracted (e.g., 1919’s family office or financial planning services). Approval for such requests are at the sole discretion of 1919.
Areas of Practice
Location
One South Street, Suite 2500, Baltimore, MD, 21202