Advanced Capital Advisors manages investment portfolios and provides personalized financial planning and tax preparation for individuals, businesses, trusts, and estates. The firm builds customized investment portfolios using a core and satellite approach, combining passive index funds and exchange-traded funds with active managers, while incorporating global diversification and considering each client's risk tolerance. Advanced Capital Advisors is legally required to act in your best interest and does not sell commissioned products or accept finder's fees. Services include retirement planning, tax planning and preparation, estate planning, cash flow management, education funding, and insurance reviews. The firm primarily serves clients with at least $500,000 in investable assets, though minimums may be waived under certain circumstances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for assets above $5,000,000. Assets of related clients may be aggregated to determine fee levels.