1776 Wealth provides integrated wealth management, investment portfolio management, and financial planning services. Founded in 2017 and headquartered in Sandy Springs, Georgia, the firm focuses on serving entrepreneurs, corporate executives, and high-net-worth families with complex financial needs. 1776 Wealth operates as an independent registered investment advisor, meaning they are legally required to act in your best interest. Their services include comprehensive financial planning, discretionary and non-discretionary investment management, family office and wealth planning, financial consulting, and monitoring of held-away assets. The firm utilizes modern portfolio theory, fundamental analysis, and technical analysis to design custom portfolios or utilize model portfolios tailored to each client's specific risk tolerance and financial goals.
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.