Acumen Wealth Advisors offers investment management and consulting services to help clients achieve their financial goals. As a fiduciary, Acumen acts in the client's best interest by understanding their objectives and educating them about the investment process. Services include comprehensive portfolio management, financial planning, and retirement plan consulting. Acumen may recommend investments in affiliated and unaffiliated private investment funds.
Assets Under Management$590M
Clients271
Advisors12
Avg. per Client$2.2M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Fees may be negotiable on a client-by-client basis. Subadvisor fees range from 0.10% to 0.75%. Some accounts may incur a platform fee of 0.04% per year (minimum $50) and an optional tax overlay service for 0.10% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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