AC Wealth Partners offers investment advisory services, specializing in multi-asset class investment solutions through financial institution platforms. They also offer a Wealth Platform, a wrap fee program providing technology, portfolio management, and a choice of custodians to independent advisors. AC Wealth Partners may provide discretionary investment management services to institutional clients or clients with household assets of $1 million and above.
Fee Structure
AC Wealth Partners is compensated by receiving a percentage of your portfolio or a minimum fixed fee. The expected range of asset-based fees is between 0.10% and 0.40% per year. Fees are negotiated in advance and specified in a written agreement. For financial planning services provided under the AC Private Wealth solution, you will not be charged any additional fees.