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Frequently Asked Questions

Below you will find commonly asked questions about ACT Advisors. Feel free to check out our Facebook and LinkedIn pages as well. Can't find the answer you're looking for? Schedule a call with an advisor!
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Our typical clients are seeking a trusted partner to help simplify the complexities of their financial lives. They value a comprehensive strategy that considers every aspect of their financial well-being and proactively seeks opportunities to reduce cost, increase return and simplify.

We’re a fee-only fiduciary firm, meaning our compensation comes directly from you in an easy-to-understand manner—no commissions, no product sales, and no hidden fees.

  • Our $6,000 annual flat fee Subscription Package provides comprehensive financial planning and periodic investment suggestions.
  • We have two traditional assets under management packages. Our Essentials package focuses on investment management and our Platinum package comes with robust financial planning and real-time investment implementation.

No, our flat fee Subscription Package allows any client to work with us. For clients choosing traditional assets under management, we do have a minimum portfolio size of $250,000.

You can expect regular and proactive communication about your accounts. We provide monthly portfolio updates and scheduled periodic reviews to keep you informed about your portfolio’s performance and discuss any needed adjustments. These reviews can be done in Asheville, NC, Mt. Pleasant, SC or virtually.

Your accounts will be securely held with trusted custodians like LPL and Schwab, ensuring your assets are protected and easily accessible. We also assess any employer-sponsored plans to determine if they should remain with their current custodian.

We thrive in complex cases. We love deep planning and strategy and we love to save you money. What sets us apart is our deep commitment to acting as a true fiduciary—we always put your best interests first. This includes helping you to find ways to save money on taxes and insurance and generating ideas to spend your money wisely and to position you with the psychology to feel at ease.

We have offices in Asheville, NC and Mt. Pleasant, SC. But no matter where you are located, most clients engage with us virtually so we can serve you wherever you are.