Applied Capital Management offers customized financial planning and consulting services. They help clients with personal finances, taxes, investments, insurance, retirement, death and disability, and estate planning. They gather information through interviews, questionnaires, and documents to prepare a financial plan with recommendations. Implementation of the plan is at the client's discretion. ACM also provides consulting services on specific financial topics and administrative services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Applied Capital Management does not manage investments directly. They provide financial planning and consulting services only.
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