American Community Wealth Management offers continuous investment advisory services and wealth management strategies, including third-party managed accounts, model portfolios, separately managed accounts, and customized portfolios. The firm also provides comprehensive financial planning and consulting services covering personal finance, insurance, estate planning, taxes, retirement, and education funding. Advisory services are tailored to individual client goals, risk tolerance, and time horizons. American Community Wealth Management works with individuals, high-net-worth clients, business owners, corporations, and retirement plans. Investment strategies utilize mutual funds, exchange-traded funds, individual securities, and third-party managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fees typically range from 0.25% to 1.75% depending on the specific asset management program and strategy selected. Fees are negotiable.