Advisor at 1919 Investment Counsel, LLC
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Firm
1919 Investment Counsel, LLC
Location
Cincinnati, OH 45202
Credentials
CFP®
Industry experience
10 years
Robert Huesman is a CFP® with 10 years of experience, currently serving as a financial advisor at 1919 Investment Counsel, LLC since 2007. He is based in Cincinnati, OH. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, corporations, and trusts. The firm offers discretionary and non-discretionary portfolio management with a focus on customized portfolios, employing a core and satellite investment approach across a broad range of strategies including SRI/ESG, balanced, equity, fixed income, private investments, and alternatives.
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
600 Vine Street, Suite 2000
Cincinnati, OH 45202
Ohio
1919 Investment Counsel, LLC
2007 - Present (19 years)
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Accountant / CPA / tax prep
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Is not active or affiliated with:
Lawyer
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Real estate agent
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