A&C Investment, Inc. is a small advisory service managing client accounts, primarily for extended family and friends. A&C typically recommends mutual fund investments and prefers to handle accounts on a non-discretionary basis, meaning the advisor reviews investment recommendations with the client before investing. Financial planning services, such as retirement planning and tax planning, are available for an additional fee.
Assets Under Management$22M
Clients11
Advisors1
Avg. per Client$2M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
A&C Investment charges an annual percentage fee based on the value of your portfolio. This fee is negotiable and ranges from 0.125% to 2%, depending on the size of your assets, the investment products used, and the complexity of your account. Fees are billed quarterly.
Loading...