1818 Private Client Group, LLC
Assets Under Management
$107.9M
Number of Clients
22
Number of Advisors
2
Average Client AUM
$4.9M
AUM per Advisor
$54.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
1818 Private Client Group, LLC offers discretionary and non-discretionary portfolio management services tailored to clients' financial conditions, goals, and risk tolerance. They also provide non-discretionary advice on foreign currency hedging strategies. Investment advice is generally limited to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, and foreign currency swaps.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fee Estimator
1818PCG charges an annual asset-based advisory fee based on a client's total assets under management. The fee schedule is a "cliff" schedule, meaning all assets are billed at the same rate based on the total amount. Fees for advising on assets held away from 1818PCG is 0.10% per annum with a minimum of $3,000.00 per quarter. Hedging Strategies fees are 0.25% of the USD trade value of each permitted derivatives transaction, plus an annual fee of 0.50% of the notional amount USD of the permitted derivatives transactions. Fees are negotiable and clients are responsible for third-party fees.
Areas of Practice
Location
2980 NE 207th St, Suite 809, Aventura, FL, 33180