Sean O'toole is a CFP-designated registered investment advisor at 1776 Wealth LLC, based in Sandy Springs, GA, with 29 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 112 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1776 Wealth offers portfolio management services for an annual fee ranging from 0.70% to 2.50% of the value of your investments. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration required. Fees are billed quarterly in advance.
Location
750 Hammond Drive, Bldg 5, Suite 200, Sandy Springs, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is the president of Clairvoyance Ventures, Inc., a passive investment holding company, and a partner at Smith and Baruch, a holding company for private entities and real estate investments. He also owns 1908 Capital, LLC, dedicates about a quarter of his time to 1776ing LLC, and spends a few hours per week on Clairvoyance Consulting LLC.
Employment History
Current Registrations
1776 Wealth LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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