Assets Under Management
$460.9M
Number of Clients
247
Number of Advisors
5
Average Client AUM
$1.9M
AUM per Advisor
$92.2M
Compensation
Fee-Only (AUM)
ACT Wealth Management offers discretionary and non-discretionary investment advisory services, along with financial planning and consulting. They allocate assets based on client objectives and monitor performance. They may recommend other professionals for non-investment matters. The firm utilizes various methods of security analysis and investment strategies.
| Assets Under Management | 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.
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX, 75013