Advanced Capital Advisors (ACA) offers financial planning and investment management services. Financial planning covers areas like cash flow, retirement, investments, education, and taxes. ACA manages investment portfolios based on a client's individual needs and goals, using stocks, bonds, ETFs, and mutual funds. ACA manages advisory accounts on a discretionary basis only.
Assets Under Management$110M
Clients190
Advisors1
Avg. per Client$550K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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