"tate Asset Management" and "dco Wealth Management"
ACAS, LLC operates through several professional networks including DCO Wealth Management, Tate Asset Management, J&F Wealth Management, and Pro-Vision Wealth Management. ACAS offers a range of advisory services including investment consulting, discretionary portfolio management, and comprehensive or focused financial planning. Portfolio management services build customized mixes of stocks, bonds, mutual funds, exchange-traded funds, and other securities tailored to client goals and risk tolerance. Financial planning services cover estate planning, retirement planning, education funding, insurance analysis, cash management, debt management, and tax-related reviews. ACAS also provides retirement plan consulting services for employer-sponsored plans. Investment advice and planning are customized based on personal interviews and a thorough assessment of each client's financial situation.
Fee Structure
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 generally negotiable. Rates shown are maximum default rates and may be discounted.