Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACG charges fees for investment management based on a percentage of assets under management, up to 1.75%. Referral advisors may receive up to 50% of ACG's management fee. Flat Fee – Outside Account Advice is $150 per outside account annually. Financial planning fees are billed hourly (up to $500/hour), fixed (up to $20,000), or as a percentage of assets under advisement (up to 1.75%), with a minimum fee of $100, which is negotiable. Retirement Plan Advisory fees are a maximum of 1.0% of plan assets, with a minimum fee of $500, also negotiable. Estate planning fees range from $125 to $1,250. Tax preparation fees start at $400 for a simple return.
Areas of Practice
Advisor Information
Office location
3540 Prairieview Street, Suite 200, Grand Island, NE, 68803
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip is affiliated with Carson Wealth Management Group as a Registered Investment Advisor, providing investment advice and asset management for a fee. This activity takes about half of Philip's time.