Advisor at 1919 Investment Counsel, LLC
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Firm
1919 Investment Counsel, LLC
Location
Charlotte, NC 28210
Credentials
Series 66
Industry experience
15 years
Richard Marrone is a financial advisor with 15 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds the Series 66 designation and has worked at Washington Crossing Advisors LLC, Ziegler Capital Management, and Stifel Nicolaus & Co. Inc. He is based in Charlotte, NC. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for individual and institutional clients. The firm offers discretionary and non-discretionary portfolio management with a focus on customized portfolios, employing a core and satellite approach across various asset classes and strategies.
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
6100 Fairview Road
Charlotte, NC 28210
California · North Carolina
Washington Crossing Advisors LLC (281511)
2020 - Present (6 years)
Ziegler Capital Management
2015 - 2020 (5 years)
STiFEL NICOLAUS & CO INC
2012 - Present (14 years)
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Is not active or affiliated with:
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