ACT Wealth Management offers discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, business entities, trusts, and estates. ACT Wealth Management builds tailored investment portfolios using individual equities, fixed income securities, mutual funds, and exchange-traded funds, and provides ongoing monitoring of account performance. Financial planning and consulting services are included as part of the standard investment advisory fee. The firm generally requires a minimum account size of $500,000 for investment advisory services, though this can be waived based on various criteria.
Assets Under Management$570M
Clients264
Advisors5
Avg. per Client$2.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable. Financial planning is included in the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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