The Asset Consulting Group (ACG) provides investment advice and financial services to retirement plans and individual clients. For retirement plans, ACG analyzes plan structure, investments, and fees. For individuals, ACG develops personalized investment strategies based on their financial situation and goals. ACG also offers third-party asset management services.
Assets Under Management$88M
Clients87
Advisors3
Avg. per Client$1M
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
ACG offers asset management services for individuals, charging an annual fee based on the value of the account. The specific percentage ranges from 0.10% to 1.0%, and is in addition to any fees charged by the third-party money manager. Fees are paid monthly or quarterly, as negotiated. These fees are negotiable.
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