ACT Advisors offers investment management on a discretionary basis and financial planning services, which may be outsourced. They work with individuals, high net worth individuals, retirement accounts, and various business entities. ACT Advisors aims to tailor investment advisory services to each client's needs and objectives, and clients can impose restrictions on their accounts. The firm uses fundamental and technical analysis, as well as modern portfolio theory, to make investment decisions.
Fee Structure
ACT Advisors charges an annual investment management fee based on a percentage of the assets they manage. This fee is negotiable and paid quarterly in advance. If you also engage ACT Advisors for financial planning and/or consulting services, they will generally charge an additional $500 monthly in advance for a minimum of 24 months, which is also negotiable. For the passive strategy, clients are charged an additional 0.2% annual fee, but the combined annual fee will not exceed 2%.