1977 Wealth offers personalized financial planning, discretionary portfolio management, family office services, and pension consulting. 1977 Wealth typically begins relationships with a series of meetings and comprehensive financial planning covering cash flow, taxes, retirement, insurance, and estate planning. After establishing a financial plan, 1977 Wealth designs and manages custom investment portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. Ongoing financial planning and reviews are included at no extra cost for investment management clients. 1977 Wealth also provides family office services for high-net-worth families with at least $25 million in investable assets, as well as pension consulting for retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable on a client-by-client basis. Each household also pays an annual technology fee of $59.40 billed monthly.