ACT Wealth Management offers investment advisory services on a fee-only basis, either with or without the authority to make trades without asking first. They also offer financial planning and consulting services if requested. Before providing investment advice, ACT Wealth will determine your investment objectives. They monitor account performance and asset allocation. ACT Wealth may recommend other professionals for non-investment matters, but you are not obligated to use them.
Assets Under Management$570M
Clients264
Advisors5
Avg. per Client$2.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable, but will not exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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