Acacia Grove Wealth Management offers investment management and financial planning services. Investment management is customized and discretionary, using a tactical allocation strategy. Financial planning includes retirement, tax, cash flow, and estate planning. Hourly investment consulting is also available. Acacia Grove uses a wrap fee, which includes advisory services and transaction costs.
Assets Under Management$17M
Clients20
Advisors1
Avg. per Client$850K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.45% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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