Ackerman Asset Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Ackerman Asset Management offers investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations, family offices, endowments, or other business entities. They create and manage client accounts based on their individual needs, investment objectives, and risk tolerance. Ackerman Asset Management does not offer dedicated financial planning services, but may perform necessary analyses to support the investment strategy.

Assets Under Management$640M
Clients69
Advisors1
Avg. per Client$9.3M
Avg. per Advisor$640M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm