Daniel Etheridge Archer

CFP

Act Wealth Management, LLC

23 Years of Experience

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Firm Information

Act Wealth Management, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

5 advisors

Number of Clients

247 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$460.9M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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.

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

Advisor Information

Office location

One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX, 75013

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Regulatory History (1)

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