1620 Investment Advisors, Inc.

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Client assets under management

$237,272,202

Clients

239

20% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$992,771

About

1620 Investment Advisors serves individuals, high‑net‑worth clients, families, trusts, estates, retirement plans, corporations and charitable organizations. The firm offers discretionary investment management, retirement plan advisory and ERISA fiduciary services, financial consulting, and research/sub‑advisory services to other financial firms.

The firm’s investment process is primarily long‑term and commonly places clients into either a Balanced strategy (equities, diversified funds and fixed income) or a Fixed Income strategy (individual bonds and fixed‑income funds). Portfolio construction combines a computerized quantitative screening process (described in the brochure as four value and four growth factors) with sector‑focused fundamental analysis and tailored fixed‑income selection to align allocations with client goals and tax considerations.

Noteworthy for a compact, multi‑advisor team, the firm manages roughly $241.6 million across about 239 client accounts and blends seasoned portfolio managers with newer analysts. It also serves as an ERISA fiduciary for retirement plans and provides sub‑advisory/research services to other firms, and discloses institutional relationships with major custodians (Fidelity and Schwab) that provide technology and support—an item clients may consider when evaluating potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Passive / index investing Real estate investing Wealth management

Fee options

Fixed

Consulting services may be charged on a fixed engagement fee basis.

Percentage

$0 - $2,999,999: 0.75% for Balanced Accounts, 0.40% for Fixed Income Accounts $3,000,000 - $9,999,999: 0.65% for Balanced Accounts, 0.35% for Fixed Income Accounts $10,000,000 - $19,999,999: 0.55% for Balanced Accounts, 0.30% for Fixed Income Accounts $20,000,000+: 0.50% for Balanced Accounts, 0.25% for Fixed Income Accounts

Project-based

Consulting services hourly rate ranging from $75 to $175 per hour.

Other

Account minimum: $225,000 Fee-only: Investment management advisory fees range from 0.25% to 0.75% based on tiered schedule; Retirement plan advisory fees up to 0.30% annually; Research services fixed fee approx. up to 0.10%; Sub-advisory fees 0.50% to 0.60% (negotiable); Consulting services charged hourly $75 to $175 or fixed fee.

Main office location

1620 Investment Advisors, Inc.

36 Cordage Park Circle, Suite 217

Plymouth MA 02360, United States

Number of offices

Most active in

California · Georgia · Louisiana · Massachusetts · New Hampshire · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 508-830-4778

Advisors at this firm

Kyle J

CFA®

Plymouth, MA

1620 Investment Advisors, Inc.

Kyle Johnston is a CFA charterholder with five years of industry experience. He has worked at 1620 Investment Advisors, Inc. since 2017 and previously spent one year at Cambridge Associates LLC. 1620 Investment Advisors is an SEC-registered firm managing approximately $196 million for individual and high-net-worth clients through a four-person team. The firm offers discretionary portfolio management, consulting, and retirement plan advisory services, combining quantitative screening with fundamental sector analysis to build customized portfolios.

Passive / index investing Real estate investing Wealth management

William B

CFA®

Plymouth, MA

1620 Investment Advisors, Inc.

William Benjes is a CFA charterholder with 22 years of experience in the financial industry. He has been with 1620 Investment Advisors, Inc. since 2004. 1620 Investment Advisors is an SEC-registered firm managing approximately $196 million for about 222 clients through a four-person team. The firm serves individual and high-net-worth clients with discretionary portfolio management and retirement plan advisory services, using a combination of quantitative screening and fundamental analysis to build customized portfolios.

Passive / index investing Real estate investing Wealth management

Susan R

CFA®

Plymouth, MA

1620 Investment Advisors, Inc.

Susan Rourke is a CFA charterholder with 23 years of experience in the financial industry. She has been with 1620 Investment Advisors, Inc. since 1999, where she is part of a four-person advisory team. 1620 Investment Advisors is an SEC-registered firm managing approximately $196 million for about 222 clients, specializing in discretionary portfolio management for individual and high-net-worth clients, as well as consulting and retirement plan advisory services. The firm employs a long-term investment approach that combines quantitative screening with sector-level fundamental analysis, utilizing individual securities, mutual funds, and ETFs.

Passive / index investing Real estate investing Wealth management

Todd J

Series 63, Series 65

Plymouth, MA

1620 Investment Advisors, Inc.

Todd Johnston is a financial advisor at 1620 Investment Advisors, Inc. in Plymouth, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with 1620 Investment Advisors since 1999. 1620 Investment Advisors is an SEC-registered firm managing approximately $196 million for about 222 clients through a four-person team. The firm provides discretionary portfolio management and consulting services to individual and high-net-worth clients, using a combination of quantitative screening and fundamental analysis to build customized portfolios focused on balanced or fixed income strategies.

Passive / index investing Real estate investing Wealth management

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