1620 Investment Advisors, Inc.

1620 Investment Advisors, Inc.

Plymouth, Massachusetts

1620 Investment Advisors, Inc., based out of Plymouth, MA, is a small investment advisory firm with a dedicated team of professionals. With a total of six employees, the company has a strong focus on providing comprehensive investment advisory services. Four of their team members specialize in offering personalized investment guidance to their clients. The firm boasts an impressive average of approximately $27,480,000 in assets under management per investment advisor. Their compensation structure includes various types, such as a percentage of assets under management. This ensures that the advisors are motivated to deliver optima...see more

Assets Under Mgmt

$168.05M

Investment Professionals

4

Locations

0

% 401K & Individual

26%

% Discretionary

98%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Reviews for 1620 Investment Advisors, Inc.

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