1776 Wealth provides wealth management and financial services to entrepreneurs, executives, and their families. As an independent firm, 1776 Wealth acts in the client's best interest. Services include financial planning, portfolio management, financial consulting, pension consulting, and family office services. Investment advice is tailored to meet individual needs and objectives.
Assets Under Management$370M
Clients112
Advisors2
Avg. per Client$3.3M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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.
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