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

Financial Planning

All Clients get a financial plan regardless of size. Included are 24/7 account aggregation & plan monitoring.

Investments

We partner with the largest custodians to offer all publicly traded fund, ETF, and individual security offerings.

High Net Worth

Private equity, hedge strategy, fixed income. We are experienced in serving high net worth investors & their families.

Income Planning

Looking to generate income from your portfolio? ACG has in-house fixed income and bond resources to help!

Clients connect with their ACG advisor and track plan status using an advanced online portal - powered by the most advanced planning software available.

Connect with an ACG Planner

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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:

Firm Brochure

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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.