1839 ASSET MANAGEMENT LLC

About

1839 Asset Management LLC is a financial advisory firm that specializes in wealth management and investment strategies for high net worth individuals and families. Founded in 1999, the firm has grown to manage over $3 billion in assets under management, establishing itself as a reputable and trusted player in the industry. With a focus on long-term relationships and commitment to providing excellent service, they have a team of experienced advisors and offer a range of investment strategies tailored to each client's specific risk profile and financial goals. These strategies include equity, fixed income, and alternative investments, while following a conservative approach that prioritizes capital preservation and risk management. They also offer services such as estate planning, tax planning, retirement planning and cash flow management.

The firm operates on a fee-only basis and transparently discloses their fees, which are based on a percentage of assets under management. They also offer performance-based fees, aligning their interests with their clients' to ensure positive results. 1839 Asset Management LLC is a registered investment advisor with the SEC and has a fiduciary duty to act in their clients' best interests, disclosing any potential conflicts of interest. Their team of highly experienced financial advisors, based in New York City, approaches financial planning and investment management with a long-term perspective, constantly monitoring and adjusting their strategies to help clients reach their financial goals.

Facts & Insights

Founded in 1999, 1839 Asset Management LLC has established itself as a reputable and trusted financial advisory firm in the industry. With a focus on long-term relationships and a commitment to delivering excellent service, the firm has grown to manage over $3 billion in assets under management.

The firm follows a conservative investment approach, prioritizing capital preservation and risk management, while also seeking to maximize returns for their clients. They offer a range of investment strategies including equity, fixed income, and alternative investments, tailored to each client's specific risk profile and financial goals.

Assets, Advisors & Tenure

As of January 2021 Assets Under Management | $3 billion Number of Advisors | 12 Time in Business | 22 years

Fees & Compensation

1839 Asset Management LLC operates on a fee-only basis, which means they receive compensation directly from their clients and do not earn commissions or other incentives from third parties. Their fees are based on a percentage of the assets under management and are transparently disclosed to clients. The firm also offers performance-based fees, aligning their interests with their clients' by earning a percentage of the investment returns they generate. This compensation structure ensures that the firm is dedicated to producing positive results for their clients.

Background

1839 Asset Management LLC is based in New York City and has a team of highly experienced financial advisors with diverse backgrounds and expertise. They approach financial planning and investment management with a long-term perspective, constantly monitoring and adjusting their strategies to help clients reach their financial goals.