ACI Wealth Advisors offers investment advice and financial planning to individuals and institutions. They provide customized investment strategies using various securities, mutual funds, and exchange-traded funds. ACI also offers financial analysis, consulting, and planning services, including retirement, estate, and trust planning. They may recommend insurance products and are affiliated with America’s Retirement Partner, LLC & Magellan Financial.
Assets Under Management$26M
Clients27
Advisors1
Avg. per Client$960K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $999K | 1.50% |
| $999K - $2.0M | 1.40% |
| $2.0M - $2.5M | 1.40% |
| $2.5M+ | 1.20% |
Schedule is for ACI Private Client Portfolios. Smart Select Portfolios charge 1.5% on assets from $250,000 to $999,999 and 1.25% on assets of $1,000,000 and up. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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