Our Services
A Summary of ACG Wealth Management Solutions
Effective wealth management is a combination of goals-driven planning and the right products. To serve our Clients, we combine complementary financial planning and a wide array of public and private investment funds from the world's largest managers.
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ACG's Advanced Client Planning Portal
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Clients connect with their ACG advisor and track plan status using an advanced online portal - powered by the most advanced planning software available.
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Custom Reporting
In addition to your custodial reporting, ACG creates custom quarterly reports for our Clients that clearly show the progress and breakdown of your account balances - no matter how many accounts you have.
Pricing*
ACG bills its clients a fee for assets under advisement. Our fees may be viewed at the following link:
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*Our only compensation is from an annual fee assessed in the form of basis points (one basis point is one hundredth of one percent or 0.01%) calculated and payable in four (4) quarterly installments. Our fees are additive. For example, fees for a $1.5 million account are assessed in the following manner ($500,000 x 1.00%) + ($500,00 x 0.75%) + ($500,000 x 0.50%). Our investment management fees may be negotiable. In addition to our investment management fees (above) there may be administrative costs paid to third parties which you will pay directly or indirectly and may include custodian fees, account maintenance fees, and expenses related.