Acertado Investments is a registered investment advisor that offers investment management, financial planning, and retirement plan consulting. For investment management, Acertado creates and manages portfolios based on clients' goals, risk tolerance, and tax considerations. Financial planning services include business planning, cash flow and debt management, college savings, estate planning, insurance, retirement planning, risk management, and tax planning strategies. Acertado also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Minimum annual fee for Investment Management services is $3,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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