Advisor at 1919 Investment Counsel, LLC
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Firm
1919 Investment Counsel, LLC
Location
Philadelphia, PA 19103
Credentials
CFA®
Industry experience
14 years
John Reilly is a CFA® charterholder currently with 1919 Investment Counsel, LLC in Philadelphia, PA. He has 14 years of industry experience and has been with 1919 Investment Counsel since 2005. 1919 Investment Counsel manages approximately $23.9 billion for individual and institutional clients, offering discretionary and non-discretionary portfolio management along with financial planning and family office services. The firm employs a core and satellite investment approach, focusing on customized portfolios across various asset classes and strategies, and operates as a wholly owned subsidiary of Stifel Financial Corp.
Based on 1919 Investment Counsel, LLC
Based on 1919 Investment Counsel, LLC
$0 - $3,000,000: 1.00% annually (Equity / Balanced individual accounts) $3,000,001 - $10,000,000: 0.70% annually (Equity / Balanced individual accounts) $10,000,001 - $40,000,000: 0.50% annually (Equity / Balanced individual accounts) $40,000,001+: 0.40% annually (Equity / Balanced individual accounts) $0 - $3,000,000: 0.50% annually (Fixed Income individual accounts) $3,000,001 - $10,000,000: 0.35% annually (Fixed Income individual accounts) $10,000,001 - $40,000,000: 0.25% annually (Fixed Income individual accounts) $40,000,001+: 0.20% annually (Fixed Income individual accounts) $0 - $10,000,000: 0.75% annually (Equity / Balanced institutional accounts) $10,000,001 - $25,000,000: 0.60% annually (Equity / Balanced institutional accounts) $25,000,001 - $50,000,000: 0.50% annually (Equity / Balanced institutional accounts) $50,000,001+: 0.40% annually (Equity / Balanced institutional accounts) $0 - $10,000,000: 0.30% annually (Fixed Income institutional accounts) $10,000,001 - $25,000,000: 0.20% annually (Fixed Income institutional accounts) $25,000,001 - $50,000,000: 0.15% annually (Fixed Income institutional accounts) $50,000,001+: 0.10% annually (Fixed Income institutional accounts)
Account minimum: $2,000,000 Fee-only: Fixed fees for family office services negotiated on a client-by-client basis; financial planning fees can be negotiated separately for clients with greater than routine needs
Two Logan Square, Suite 1850
Philadelphia, PA 19103
Pennsylvania
1919 Investment Counsel LLC
2005 - Present (21 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
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Is not active or affiliated with:
Lawyer
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Real estate agent
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