Fee-Based Asset Management

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Working on a Fee-Only Basis

Our office was established to provide ongoing professional advice to investors while helping them work toward their individual investment objectives. We are able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows us to adjust your investment portfolio without requiring you to pay commissions.*

At ACT Advisors, we can help you define your long-term investment objectives and build a personalized investment portfolio designed to help achieve them. We recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.

Fee-Only

We manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes.

Simplified Reporting

We provide simplified performance reporting, making it easy for you to monitor your account.

Designed For You

We customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.

Ongoing Support

We support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets.

*Nominal transaction charges may apply.