Force Acres, LLC is a registered investment advisor based in New Braunfels, Texas, founded in December 2019 by principal owner Kevin Force. The firm provides personalized investment management and financial planning services to individuals and high-net-worth clients. Force Acres primarily utilizes passive investment strategies based on Modern Portfolio Theory, focusing on index mutual funds and exchange-traded funds to build diversified portfolios tailored to each client's goals, risk tolerance, and tax situation. In addition to managing portfolios, Force Acres offers project-based financial planning and ongoing comprehensive financial planning covering areas such as retirement planning, tax strategies, estate planning, cash flow management, insurance, college savings, and business consulting. The firm operates independently and custodies client assets primarily through Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Annual fees are negotiable and are pro-rated and paid monthly in arrears.