1836 Asset Management, LLC
Assets Under Management
$360.0M
Number of Clients
58
Number of Advisors
2
Average Client AUM
$6.2M
AUM per Advisor
$180.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
1836 Asset Management provides investment management services to separately managed accounts. They gather information regarding client goals and consider each client’s unique situation, including suitability, investment objectives, and risk tolerance. The firm hires subadvisers to manage client accounts and is responsible for the overall client relationship.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Investment advisory fees are negotiated on a client-by-client basis, not exceeding 3% annually, and are payable quarterly in advance. The firm uses the fee schedule in Table 1 for certain clients but reserves the right to negotiate different fees depending on the size and complexity of the client portfolio. Clients are also responsible for brokerage commissions and other fees associated with securities transactions.
Areas of Practice
Location
3401 Armstrong Ave, Dallas, TX, 75205