Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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.
Fee Estimator
ACT Wealth Management charges a negotiable annual investment advisory fee based on a percentage of the market value of assets managed. The fee includes investment advisory services and, if requested, financial planning and consulting. The percentage ranges from negotiable to 1.50%. Extraordinary planning services may incur additional charges. Clients also incur brokerage commissions, transaction fees, and fund-level charges. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX, 75013
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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