Pricing

Free Consultations

We offer a free 30 minute initial consultation. Please note that we do not provide any financial or tax advice during the initial consultation. We offer 2 primary services:

Wealth Management

The cost for ongoing wealth management is based on the value of the assets we manage. The cost starts at 1% per year and decreases for larger portfolios. For example, a $1,000,000 portfolio would be $10,000 per year, billed quarterly. Our minimum annual fee is $6,000. We also offer flat-fee pricing for larger estates.

Optional Add-On Services for Wealth Management clients: 

  • Comprehensive Financial Plan – A comprehensive financial plan is a detailed analysis of all financial and tax documents. This is an optional add-on service for our Ongoing Wealth Management clients at $4,500 per plan.
  • Tax Preparation – Individual tax preparation services are provided for our ongoing wealth management or business tax clients. All tax preparation services are billed at our prevailing hourly rates.

Business Tax & Accounting Services

All tax & accounting services are billed at our hourly rate. Our minimum annual fee is $6,000 and is billed monthly.

Only one annual minimum fee applies if ACap is engaged for both ongoing wealth management and tax & accounting services. Work performed above the annual minimum will be invoiced at the prevailing wealth management rate OR the current hourly rate for tax & accounting services.

For example, if we are managing your portfolio at or above our current annual minimum, any tax or accounting work will be billed at our hourly rate without a monthly minimum fee. Conversely, if we are performing mostly tax & accounting work for your business and the annual minimum is met, then ongoing wealth management will be billed at the current asset based rate without a minimum fee.

 

All fees are paid via ACH. Payments made by credit card will have additional charge.

The aforementioned fees are subject to change based on the complexity and scope of the engagement. Click here for a full list of our services.