1900 Wealth

1900 Wealth Management LLC, also known as 1900 Wealth, is a registered investment adviser based in San Antonio, TX, established in 2015 and owned by Jefferson Bank. The firm offers financial planning, consulting, and investment management services, acting as a fiduciary in the best interest of clients. They provide a broad range of services, including cash flow forecasting, trust and estate planning, investment consulting, and retirement planning. Clients may engage 1900 Wealth for wealth management services, where assets are primarily allocated among various mutual and exchange-traded funds based on client objectives. The firm's investment strategy focuses on asset allocation using low-cost ETFs to capture returns from a mix of asset classes. Clients have the option to exclude up to three ETFs from their portfolio. 1900 Wealth charges fees based on assets under management, with a tiered schedule ranging from 0.95% to 0.45%. The firm does not have a minimum initial investment requirement and does not participate in a wrap program. Clients receive account statements directly from custodians and are encouraged to review them regularly. 1900 Wealth does not compensate for client referrals and does not accept proxy voting authority. The firm does not have custody of client funds but may have custody of affiliated private fund assets. Clients grant discretionary authority for asset management services when signing an Investment Advisory Agreement.