Advisor at 1919 Investment Counsel, LLC
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Firm
1919 Investment Counsel, LLC
Location
Birmingham, AL 35205
Credentials
Series 63, Series 65
Industry experience
11 years
Miller Kreider is a financial advisor at 1919 Investment Counsel, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with 1919 Investment Counsel since 2015. Outside of his advisory role, he is the managing member of LANDICO LLC, a tax lien investing business. 1919 Investment Counsel manages approximately $23.9 billion for individual and institutional clients, offering discretionary and non-discretionary portfolio management along with financial planning, family office, and philanthropic services. The firm employs a core and satellite investment approach focused on liquid mid- and large-cap equities and investment-grade fixed income, 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
2311 Highland Avenue South, Suite 190
Birmingham, AL 35205
Alabama
1919 Investment Counsel, LLC
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Hello! I am Rebecca Yerby, CFP® and the founder of four10 planning. I reside in Birmingham, AL with my husband, two sons, and two dogs. I work with clients both locally and virtually and strive to build deep meaningful relationships with my clients. In April of 2023, I launched four10 planning to serve mission-driven millennials and their families and help them achieve their financial goals. My goal is to help clients build solid financial foundations to give them the freedom to live generously by giving of their time, talents, and resources back to their communities. Financial services has often underserved millennials and their families, and I am looking to change that. Through advice-only, comprehensive financial planning and financial education, we strive to help our clients feel confident in their financial lives so they can focus on all of the other things that are important to them. When I'm not working with clients or spending time with family, you can find me actively involved in my church and local community.
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