755 Financial is a registered investment advisor based in Woodstock, Georgia, offering personalized investment management and financial planning services. Founded in 2006, the firm helps clients build and manage portfolios using strategies such as asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. 755 Financial tailors its investment advice to each client's specific goals, time horizon, and risk tolerance, and allows clients to place restrictions on certain securities or sectors. In addition to portfolio management, 755 Financial provides consulting services covering risk management, investment planning, estate planning, and financial organization. The firm works primarily with individuals and high-net-worth individuals, executing trades through managed account programs on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are charged quarterly in arrears. 755 Financial has the sole discretion to negotiate lower fees or waive them.