ACS Tax & Financial Advisors is a registered investment advisor founded by Certified Public Accountant Adam Snellbaker. The firm specializes in integrating tax planning, financial planning, and investment management to help clients make informed long-term financial decisions. ACS Tax & Financial Advisors serves individuals, families, professionals, retirees, and business owners. The firm offers two main paths for investment management: a comprehensive service that combines portfolio management with ongoing financial and tax planning, and an investment-only service for clients who want portfolio management without the comprehensive planning component. Investment portfolios primarily utilize diversified mutual funds and exchange-traded funds based on each client's individual risk tolerance and time horizon. In addition to investment services, the firm offers standalone financial planning and tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.55% |
Rates shown are for the standalone investment-only service. The comprehensive advisory service with planning included charges 1.00% on the first $1,000,000 and 0.75% on amounts over $1,000,000. Fees are negotiable.