How does the advisor help clients – Key Takeaways:
The Asset Consulting Group, Inc. (ACG) is dedicated to providing comprehensive financial solutions to clients through personalized and strategic consulting. With a team of experienced professionals, ACG helps clients navigate the complexities of the financial landscape and achieve their financial goals.
Facts and Insights
Here are some key facts and insights about The Asset Consulting Group:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3.5 billion | 15 | 20 years |
Financial Services Offered
ACG offers a wide range of financial services including investment management, retirement planning, risk management, tax planning, and estate planning. Their services are tailored to meet the unique needs and goals of each client, ensuring a personalized and comprehensive approach to financial management.
Client Types
ACG works with a diverse range of clients, including individuals, families, small business owners, and corporations. Their team has extensive experience in serving clients from various backgrounds and industries, allowing them to provide customized solutions for each client’s specific financial needs.
Fees & Compensation
ACG is committed to transparency and fairness when it comes to fees and compensation. They operate on a fee-only basis, which means they do not receive any commissions or compensation from third parties. This ensures that their financial advice is always unbiased and solely in the best interest of their clients.
Background
The Asset Consulting Group was founded in 2001 by a team of seasoned financial professionals with a shared vision of providing exceptional financial planning and wealth management services. Their team is comprised of experienced advisors, analysts, and support staff who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, ACG adheres to strict compliance and disclosure guidelines set by the Securities and Exchange Commission (SEC). They provide clients with all necessary disclosures, including details on their fee structure, potential conflicts of interest, and any disciplinary actions against the firm or its employees.