"tate Asset Management" and "dco Wealth Management"
Fee-Only (% of Portfolio)Fixed/Hourly
ACAS offers investment advice through consulting, discretionary portfolio management, and financial planning. For investment consulting, ACAS provides recommendations based on client information but doesn't have authority to make trades without client consent. For discretionary advisory services, ACAS manages portfolios based on client goals, using various investments like stocks, bonds, and mutual funds. Financial planning covers areas like retirement, education, and estate planning. ACAS may recommend third-party money managers and receive a portion of their fees.
Assets Under Management$320M
Clients245
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Fees are negotiable above $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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