Acme Jack Wealth Management

Fee-Only (% of Portfolio)

Acme Jack Investments offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, retirement plans, charities, and businesses. Acme manages investment portfolios and may provide financial planning in areas like retirement, taxes, insurance, investments, and estate planning. Acme may also recommend other investment advisors to manage client assets.

Assets Under Management$180M
Clients74
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$180M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Acme Jack Wealth Management | TrueAdvisor