A complete list of active advisors currently associated with 1230 Advisors, LLC

Warmer can help you find a great advisor at 1230 Advisors, LLC or one who fits your needs even better.

1230 Advisors provides wealth management services to individuals, high-net-worth clients, trusts and estates, offering investment management and financial planning on both discretionary and non-discretionary bases. The firm charges percentage-of-AUM advisory fees and does not place client assets in wrap-fee programs. The firm builds customized, primarily long-term portfolios using ETFs, mutual funds, individual equities and fixed income, and may employ covered options, limited partnerships, structured products and cash positions when appropriate; investment selections are made following internal due diligence and a mix of fundamental and technical analysis. While focused on long-term objectives, the advisor will trade more actively to rebalance, realize gains or losses, address tax considerations, or meet client liquidity needs. Compared with many independent advisory practices, the firm manages roughly $106.2 million for about 30 clients, with a substantial portion of assets overseen on a non-discretionary basis—an uncommon level of AUM concentration for a small practice. The firm maintains an institutional relationship with a major custodian that provides operational tools and economic benefits; the arrangement is disclosed as a potential conflict and is integrated into the firm’s operational and custody decisions.

To learn more about the advisors currently working at 1230 Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.