Acclaro Wealth Management offers investment management, financial planning, and consulting services. Investment management involves creating a portfolio of mutual funds and exchange-traded funds based on a client's objectives and risk profile. Financial planning covers areas like retirement, estate, tax, and education planning. Acclaro may refer clients to other specialists like accountants or attorneys.
Assets Under Management$4.6M
Clients5
Advisors1
Avg. per Client$920K
Avg. per Advisor$4.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable based on the client's specific investment situation and complexity of investment advisory services needed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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