ACIMA Private Wealth offers investment advisory services, including financial planning and family wealth services, to individuals, high-net-worth individuals, trusts, endowments, small businesses, family offices, and other institutions. ACIMA manages accounts on a discretionary or non-discretionary basis, tailoring investment strategies to client objectives and risk tolerance. They also offer an integrated wealth management service including multi-generational planning, financial education, and charitable giving advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees and household minimums are subject to negotiation. ACIMA may charge a flat annual fee not exceeding $250,000 for ultra, high-net-worth clients if requested. Similar advisory services may be available from other investment advisers for similar or lower fees.