Acacia Grove Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,337,935
Clients
36
22% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
HighAverage account size
$926,054
About
Acacia Grove Wealth Management provides fee-based investment management, financial planning, and project-based investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $33.3 million across roughly 36 client relationships and offers both discretionary portfolio management and hourly, non-discretionary consulting engagements.
The firm employs a tactical allocation approach intended to reduce risk and seek improved performance, using fundamental and cyclical analysis and a mix of ETFs, mutual funds, CDs and occasionally individual securities or cash positions as hedges. Portfolios are generally managed on a discretionary basis and the firm also customizes financial plans and investment recommendations based on client objectives and risk tolerance.
Notably, Acacia Grove runs a firm-sponsored wrap fee program that bundles advisory services and trade execution—an arrangement that is uncommon among independent advisors and under which the firm retains the wrap fee rather than allocating it to third-party managers. The firm also reports providing portfolio management to institutional clients in addition to individual clients, a service mix that relatively few independent firms of this type include.
Client services
Financial planning
Portfolio management
Investment consulting
Expertise
Tax-loss harvesting
Cash flow / budgeting
General tax planning
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $4,000,000: 0.55% $4,000,001+: 0.45%
$300 per hour for financial planning and investment consulting services
Account minimum: $1,500,000 Fee-only: $300 per hour for financial planning and investment consulting services
Main office location
Acacia Grove Wealth Management
242 Union Street, #8
Schenectady NY 12305, United States
Number of offices
2
Most active in
Acacia Grove Wealth Management has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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