Your financial life is complex—your planning relationship shouldn’t be. Whether you’re seeking expert driven investment management, strategic financial planning support, or a fully integrated wealth management plan, our services are designed to meet you where you are. Explore the different ways that you can work with ACT Advisors and find the path that fits your goals.
With three unique service paths, ACT Advisors tailors our approach to your goals. From comprehensive financial planning to targeted investment strategies, you’ll find the level of support that fits your needs. Learn more below and find the right fit for your future.
Comprehensive investment management for clients focused solely on portfolio strategy.
Tiered pricing based on assets under management. Estimated cost: 1.3% annually on $1M portfolio.
Flat-fee planning support for DIY-minded professionals. Get expert insight and strategy.
Flat fee: $500/month with a 24-month minimum. Billed to either the business or individual.
Strategic planning and investment management fully integrated and actively managed.
Tiered AUM pricing with integrated planning. Estimated cost: 1% annually on $2M portfolio. Billed to either the business or individual.
Fees are subject to change and detailed in ACT Advisors’ Form ADV Part 2A.
i. ACT Strategic Wealth focuses only on investment management — ideal if you want disciplined, evidence-based portfolio strategies without ongoing planning.
ii. ACT On Demand provides flat-fee, ongoing financial planning for DIY-minded professionals who want expert strategy while managing their own investments.
iii. ACT Total Solution integrates both — combining strategic planning and full investment management with implementation support.
We’re a fee-only fiduciary financial planning and investment management firm. That means we never earn commissions on the products we recommend. Depending on your service path, our fees are either flat ($500/month for ACT On Demand) or tiered based on assets under management. Estimate your annual fee here
It means we design portfolios that aim to minimize unnecessary fees and expenses, so more of your money stays invested and compounding for your future. We primarily use low-cost exchange traded funds and avoid hidden layers of cost.
Yes. As part of our comprehensive planning, we coordinate directly with your tax, legal, and other professionals. This helps ensure your financial, tax, and estate strategies are fully aligned and nothing slips through the cracks.
We proudly serve clients nationwide, with offices in Asheville, NC, and Charleston, SC. Many clients meet with us virtually, while others prefer in-person meetings at one of our offices.
Enter your total investable assets to view an illustrative estimate of advisory fees under ACT Advisors’ tiered schedule. This tool is for general information only and does not represent a fee quote or offer of advisory services.