Acker Finley Asset Management USA Inc. offers investment advice tailored to individual client needs. The firm considers a client's age, goals, and objectives to build a suitable investment portfolio. Acker Finley determines the asset allocation between stocks and bonds. The firm provides investment advice through ongoing consultations and account reviews, but does not directly manage client assets.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.5% to 1.0% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.