Asset Consulting Group (ACG) offers general consulting services including creating and reviewing investment policies, asset allocation, investment manager due diligence, performance measurement, efficiency reports, best practices reviews, and financial modeling. ACG primarily acts as an investment consultant, providing advice and recommendations, but may also have discretionary authority over client assets to select and terminate investment managers. ACG tailors its advisory services to the individual needs of each client.
Fee Structure
Asset Consulting Group (ACG) charges fees based on estimates of time, complexity, scope of services, travel, meetings, asset size, and number of portfolios. Fees may be a percentage of assets or a fixed fee. Fees are negotiable. On a limited basis, clients may pay ACG an incentive fee tied to the performance of the portfolio relative to a predefined benchmark.