Advanced Capital Group (ACG) provides investment advice and management services. ACG works with employer-sponsored retirement plans, endowments, foundations, and Native American Tribal Councils. ACG also offers financial wellness programs and individual wealth management services. For individuals, ACG helps understand their financial situation, goals, and risk tolerance to propose an investment approach and manage their portfolio.
Assets Under Management$28B
Clients363
Advisors4
Avg. per Client$77M
Avg. per Advisor$7B
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Fee Structure
Minimum Investment:$5K
ACG's fees for individual wealth management are based on a percentage of your portfolio, charged quarterly. The specific percentage is negotiated with your advisor. ACG requires a $5,000 initial minimum investment. The management fee generally will not exceed 1.00% for managing a diversified portfolio.
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