1620 Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$237,272,202
Clients
239
Advisors
3
of 5 employees
About
1620 Investment Advisors manages roughly $241.6 million for about 239 clients and provides discretionary investment management, financial consulting, and retirement plan advisory services to individuals, high‑net‑worth clients, families, trusts, estates, corporations and charitable organizations. The firm also acts in ERISA fiduciary roles for retirement plans, offering services such as investment policy design, vendor analysis, participant education and 3(21) investment oversight.
The firm’s investment process blends quantitative screening (a computerized step that applies four key value and four key growth factors) with fundamental and technical analysis to construct model or customized portfolios and generally emphasizes a long‑term orientation while permitting tactical reallocations. Clients are typically placed into either Balanced Accounts (equities, mutual funds/ETFs and fixed income) or Fixed Income Accounts (individual fixed‑income securities or funds), and portfolios may include alternatives such as REITs, MLPs, non‑traded REITs and hedging strategies when deemed appropriate.
Noteworthy features relative to peers include a compact, multi‑adviser team managing over $240 million and the firm’s provision of research and sub‑advisory services to other financial firms in addition to direct client work. The brochure also discloses that the firm self‑reported and corrected a past registration lapse and maintains institutional relationships with custodians that provide software, trading support and research credits — arrangements the firm identifies as economic benefits associated with those custodial relationships.
Client services
Expertise
Fee options
Consulting services may be charged on a fixed engagement fee basis.
$0 - $2,999,999: 0.75% annually for Balanced Accounts, 0.40% annually for Fixed Income Accounts $3,000,000 - $9,999,999: 0.65% annually for Balanced Accounts, 0.35% annually for Fixed Income Accounts $10,000,000 - $19,999,999: 0.55% annually for Balanced Accounts, 0.30% annually for Fixed Income Accounts $20,000,000+: 0.50% annually for Balanced Accounts, 0.25% annually for Fixed Income Accounts
Hourly consulting rates range from $75 to $175 per hour.
Account minimum: $225,000 Fee-only: Consulting fees billed hourly ranging from $75 to $175 per hour; fixed engagement fees may also apply.
Main office
36 Cordage Park Circle, Suite 217
Plymouth MA 02360
Advisors at this office
3
Most active in
California · Georgia · Louisiana · Massachusetts · New Hampshire · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
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.
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.
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