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
3032 West Stolley Park Road, Suite E, Grand Island, NE, 68801
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 ActivitiesSells Insurance
Eric is associated with Allen Capital Group, LLC, a registered investment advisor. He also owns ACG Enhanced Services, providing tax and accounting services, and works as an insurance agent selling fixed insurance products, dedicating about 10% of his time to each activity.