Act Two Investors provides investment advice and portfolio management to individuals, retirement accounts, trusts, and family offices through separately managed accounts. Act Two typically tailors its services to the individual needs of each client by managing each account according to the strategy selected by the client. Act Two primarily invests in mutual funds, ETFs, equities, and fixed income securities traded publicly in U.S. markets.
Assets Under Management$580M
Clients304
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$580M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$4,500
Act Two Investors charges an annual fee based on the value of your investments.
- For Focused Balanced accounts, the fee is 0.90% per year, with a minimum annual fee of $4,500.
- For Focused Equity accounts, the fee is 1.25% per year, with a minimum annual fee of $6,250.
Fees are typically deducted from client accounts quarterly, in advance.
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