Every client relationship starts with transparency. That’s why we’ve compiled answers to frequently asked questions about ACT Advisors, our services, and how we partner with clients to build long-term strategies.
What makes ACT Advisors unique — and how do we approach financial strategy? In this short video, Doug shares how we bring clarity and structure to your financial planning process.
Our clients are typically seeking a trusted partner to help organize and coordinate the complexities of their financial lives. They value a comprehensive strategy that considers every aspect of their financial well-being and looks for ways to improve efficiency, enhance after-tax outcomes, and simplify their financial decision-making.
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.
No, ACT on Demand, our flat fee subscription planning service, allows any client to work with us. For clients choosing traditional assets under management, we do have a minimum portfolio size of $250,000.
Clients receive regular communication about their accounts, including monthly portfolio updates and scheduled reviews. These meetings—held in Asheville, Mt. Pleasant, or virtually—provide an opportunity to review account activity, discuss progress toward objectives, and make any needed adjustments.
Client accounts are held with independent third-party custodians such as LPL or Schwab. These custodians provide account security and accessibility consistent with industry standards. We also review any employer-sponsored plans to determine whether they should remain with their current provider.
We specialize in complex financial situations that benefit from detailed, ongoing strategy. What sets us apart is our commitment to acting as a fiduciary—providing advice that’s objective, transparent, and aligned with your best interests. This includes exploring tax and insurance efficiencies, developing spending strategies, and helping you make confident, informed financial decisions.
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.