Act Wealth Management, LLC
Assets Under Management
$460.9M
Number of Clients
247
Number of Advisors
5
Average Client AUM
$1.9M
AUM per Advisor
$92.2M
Compensation
Fee-Only (AUM)
About This Firm
ACT Wealth Management offers discretionary and non-discretionary investment advisory services, along with financial planning and consulting. They allocate assets based on client objectives and provide ongoing monitoring. They may recommend other professionals for non-investment matters. The firm utilizes various methods of security analysis and investment strategies.
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 brochure lists a fee schedule with rates ranging from 1.50% to 0.25% depending on portfolio size. Extraordinary planning services may incur additional charges. Clients also incur brokerage commissions, transaction fees, and fund-level charges.
Areas of Practice
Location
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX, 75013