About ACI WEALTH ADVISORS
ACI Wealth Advisors is a leading financial advisor firm that specializes in providing comprehensive wealth management and financial planning solutions for individuals and families. With a team of experienced and knowledgeable advisors, ACI Wealth Advisors has been helping clients achieve their financial goals for over 20 years.
How does the advisor help clients – Key Takeaways:
- Offers personalized wealth management and financial planning services
- Focuses on building long-term relationships with clients
- Provides objective and unbiased advice
- Continuously monitors and adjusts investment strategies to align with clients’ goals and risk tolerance
Facts and Insights
Founded in 1998, ACI Wealth Advisors has grown to manage over $1 billion in assets under management (AUM). The firm has a team of 10 advisors who are all Certified Financial Planners (CFPs) and possess extensive knowledge and experience in the financial industry. As a fiduciary, ACI Wealth Advisors is committed to always acting in the best interest of their clients, providing transparent and ethical advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 1998 |
|---|---|
| Assets Under Management | $1 billion |
| Number of Advisors | 10 |
Financial Services Offered
ACI Wealth Advisors offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Financial planning
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Insurance planning
- Charitable giving
Client Types
ACI Wealth Advisors serves a diverse group of clients, including high-net-worth individuals, families, executives, and business owners. The firm’s advisors have the expertise and resources to create tailored financial plans for each client, taking into consideration their individual needs, goals, and risk tolerance.
Fees & Compensation
ACI Wealth Advisors charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients, as their compensation is directly tied to the performance of their clients’ portfolios. The firm is transparent about their fees and does not charge any hidden or additional fees.
Background
The team at ACI Wealth Advisors has a diverse background in finance, with each member bringing their unique skills and expertise to the table. All the advisors at the firm hold advanced degrees in finance or business and have years of combined experience in the financial industry. This expertise allows them to provide clients with sound financial advice and solutions.
Financial Advisor Disclosures to Know:
Considering the nature of the financial industry, there are certain disclosures that potential clients should be aware of. These disclosures include any legal or regulatory actions against the firm or its advisors, any conflicts of interest, and any information regarding the firm’s fees and compensation. ACI Wealth Advisors is committed to transparency and provides all necessary disclosures to clients upon request.
Overall, ACI Wealth Advisors is a leading financial advisor firm that has the experience, expertise, and resources to help clients achieve their financial goals. Through personalized and objective financial advice, the firm has built a reputation for excellence and continues to serve clients with integrity and transparency.