American Capital Investments Group (ACI Group) provides investment advice and financial planning to individuals and businesses. ACI Group aims to understand client goals and develop solutions to achieve them. Services include portfolio management, investment allocation, financial planning (retirement, estate, tax, education, insurance, budgeting), and business planning (financial projections, retirement plan assessment, succession planning).
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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