1858 Wealth Management, LLC

1858 Wealth Management, LLC is a registered investment advisor established in October 2009 and registered in December 2019. The firm offers wealth management services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, acting as a fiduciary. The investment management services include discretionary investment management with a focus on long-term investment strategies. The firm may utilize exchange-traded funds, individual equities, individual bonds, and other investments as appropriate. Clients have the opportunity to place restrictions on their portfolios. The firm primarily employs fundamental and technical analysis methods in developing investment strategies. The minimum initial investment or account size is not specified. Fees for wealth management services are based on a tiered schedule ranging from 1.25% to negotiable, depending on the assets under management. The firm does not charge performance-based fees. Clients have investment discretion, and the firm does not accept or maintain custody of client funds or securities. The firm's partners, Joseph P. D'Anniballe and Sean M. Houston, have clean disciplinary records and are committed to transparency and client service. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information. Clients have the right to limit the sharing of their information for marketing purposes. The firm periodically updates its Privacy Policy and provides clients with a copy annually. For any questions or concerns, clients can contact the firm directly.