77 Financial Group LLC offers customized investment management and financial planning services for individuals, families, and businesses. Using tactical asset allocation, 77 Financial Group builds portfolios designed to reduce risk and enhance performance through a wide range of investments, including stocks, bonds, mutual funds, exchange-traded funds, options, and insurance products. In addition to portfolio management, 77 Financial Group provides financial planning covering retirement goals, tax optimization, cash flow analysis, budgeting, estate planning, and asset protection. The firm also offers specialized pension consulting services and operates an accounting and tax management service. 77 Financial Group works closely with clients to tailor strategies to individual risk tolerances and investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1M+ | 0.80% |
Fees may be negotiated or reduced at the sole discretion of 77 Financial Group.