77 Financial Group offers investment advisory and financial planning services, managing portfolios on a discretionary basis using a tactical allocation strategy. They may use various securities and recommend redistributing investment allocations to diversify portfolios. Financial planning services include portfolio customization, investment strategies, and advice on retirement, tax optimization, cash flow, estate planning, and asset protection. They also offer pension consulting services and a newsletter subscription.
Assets Under Management$21M
Clients60
Advisors3
Avg. per Client$350K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiated or reduced at the sole discretion of 77 Financial Group.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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