Sean O'toole is a CFP-designated registered investment advisor at 1776 Wealth LLC, based in Sandy Springs, GA, with 30 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 100 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fees range from 0.70% to 2.50% based on asset value, complexity, and administrative level. Fees are negotiable and can be combined for household accounts.
Fee Estimator
Location
750 Hammond Drive, Bldg 5, Suite 200, Sandy Springs, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sean is the president of Clairvoyance Ventures, Inc., a passive investment holding company, and a partner at Smith and Baruch, a holding company for private entities and real estate investments. He also owns 1908 Capital, LLC, dedicates about a quarter of his time to 1776ing LLC, and spends a few hours per week on Clairvoyance Consulting LLC.
Employment History
Current Registrations
1776 Wealth LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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