1620 Investment Advisors

Wealth Management Firm in Duxbury, MA

Firm Info
Address: 36 Cordage Park Cir # 217, Plymouth, MA 02360, USA
Phone: (508) 830-4778

Firm Size
Assets Under Management: $172.3 million
# of Advisors: 5
# of Clients: 460
Client to Advisor Ratio: 92:1
Average Account Size: $374,666
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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1620 Investment Advisors, Inc. Overview

1620 Investment Advisors, Inc. is a fee-only registered investment advisory firm that specializes in investment advice to individuals, small businesses, businesses, and institutional clients. Founded in 2005, the firm's headquarters is located in Plymouth, MA. As a fee-only firm, they only charge their clients for their services, and do not earn commissions on products they may recommend. The firm provides a range of services to cater to their clients' needs. This includes financial planning, portfolio management, and pension consulting services. Their portfolio management services are available for both individuals and small businesses, as well as larger businesses and institutional clients. This allows clients to tailor the firm's services to their specific needs and objectives. 1620 Investment Advisors, Inc. prides itself on its investment advice-only approach, which ensures that their clients receive objective advice that is not influenced by the sale of any financial products. Their commitment to their clients' best interests is evident in the way they structure their fees and services. This approach ensures that the firm's goals are aligned with their clients', creating a long-lasting relationship built on trust and transparency. Overall, 1620 Investment Advisors, Inc. is a reliable, experienced, and professional registered investment advisory firm that offers a wide range of services to cater to their clients' investment needs. Their focus on investment advice, combined with their commitment to their clients, makes them an ideal partner for anyone looking to navigate the world of investments and financial planning.

1620 Investment Advisors, Inc., caters to a diverse range of clients, catering to the financial needs of individuals, high net worth individuals, pension or profit-sharing plans, and charitable organizations. The firm's seasoned advisors have considerable experience in delivering personalized and tailored solutions to a diverse clientele. With a deep understanding of market trends and investment strategies, the firm advises clients on the best course of action to achieve their financial objectives. 1620 Investment Advisors, Inc., offers a wide range of fee structures, depending on the service provided. Clients can opt for percentage of Assets Under Management (AUM) as a fee structure, which is calculated based on a percentage of the total value of the assets they manage on behalf of the client. Clients can also avail hourly fees, where the advisor's services are charged based on the amount of time required to address the client's particular financial concerns. Additionally, fixed fees are available for clients who prefer a predictable fee schedule and a clear understanding of all costs upfront. With a variety of fee structures available, 1620 Investment Advisors, Inc., delivers tailored solutions that suit each client's individual needs and objectives.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for 1620 Investment Advisors, Inc. is a minimum relationship size of $225,000. The Part 2 Brochure notes that this amount may be reduced at the Advisor's sole discretion, but does not provide any specific information on what circumstances would lead to a reduction of the investment minimum.

How This Office Can Help Duxbury, MA Residents

1620 Investment Advisors is a full-service financial advisory firm that specializes in understanding the unique financial situations of clients in Duxbury, MA, to provide customized solutions. The company offers investment management, financial planning, and retirement planning services to individuals and families in Duxbury and the surrounding areas. With a focus on building long-term relationships, 1620 Investment Advisors is dedicated to helping clients achieve their financial goals. Duxbury, MA, is a beautiful coastal town known for its historic homes, beaches, and top-rated schools. However, many residents face financial challenges such as managing debt, saving for retirement, and preparing for unexpected expenses. With its comprehensive financial planning services, 1620 Investment Advisors can help Duxbury residents navigate these challenges and build a solid financial foundation for the future. Whether it's developing a retirement plan, managing investments, or mapping out a debt reduction strategy, 1620 Investment Advisors is committed to helping its clients achieve financial success.

To view the Minimum Investment and Fee Schedule for 1620 Investment Advisors, Inc., visit their Part 2 Brochure.

Services Offered by 1620 Investment Advisors, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by 1620 Investment Advisors, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 36 Cordage Park Cir # 217, Plymouth, MA 02360, USA
Phone (508) 830-4778
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 36 CORDAGE PARK CIRCLE, SUITE 217, PLYMOUTH, MA 2360, United States

This firm has no other locations.

State Registrations

1620 Investment Advisors, Inc. is registered to service clients in the following states:

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

Disciplinary History

1620 Investment Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.