Actis Wealth Management offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer one-time and ongoing financial planning services covering areas like budgeting, retirement, taxes, and estate planning. Actis uses various analysis methods to make investment decisions and tailors its services to each client's needs.
Assets Under Management$70M
Clients65
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.5M | 0.95% |
| $3.5M+ | 0.75% |
Accounts desiring hedging strategies and/or active trading: maximum annual fee of no more than 3.00%. Fixed Income-Based accounts with over $2,000,000 in assets: maximum annual fee of 0.50%. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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