Alfred Acuff,
Alfred Acuff, is a registered investment advisor at Silvercrest Asset Management Group LLC, based in Richmond, VA, with 19 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,205 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.60% |
Schedule represents managed balanced portfolios. Fixed income portfolios are 0.40% on the first $10 million and 0.30% on the balance. Cash-only portfolios are 0.20%. Municipal value strategy is 0.65%. Fees are negotiable for larger amounts.
Fee Estimator
Location
9030 Stony Point Parkway, Richmond, VA, 23235
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Alfred is a trustee for the Virginia Retirement System, dedicating minimal time to this role. He also works as a manager for AMA Investment Counsel, LLC, a personal investment consulting firm, spending minimal time on this activity.
Employment History
Current Registrations
Silvercrest Asset Management Group LLC
Previous Registrations
Cary Street Partners
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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