ACI Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
49
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
49
Average account size
$0
About
ACI Group provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, and corporations. Its offerings include discretionary portfolio management and investment allocation, comprehensive financial planning, business planning, and corporate retirement-plan advisory with participant education and plan-design support.
The firm tailors advice through an initial consultation, periodic account reviews and annual planning meetings, and will accept client-imposed restrictions on investments when requested. Investment methods combine fundamental and technical analysis and employ strategies such as strategic and tactical asset allocation, core-and-satellite, long-short positions, tax-advantaged municipal bond laddering and alternative-asset exposure, with risk measures noted such as standard deviation, semi-variance and the Sharpe ratio.
Noteworthy features include a formal communications and education program—periodic market newsletters and occasional client seminars—which is relatively uncommon among similar independent advisers. The firm also describes a broad investable universe (including ETNs, private placements, structured products and limited partnerships) and provides both individual and corporate retirement-plan services while managing approximately $4.5 million for about 49 clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Key person insurance & risk mitigation
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $500,000: 0.375% quarterly $500,001 - $1,000,000: 0.3125% quarterly $1,000,001+: 0.25% quarterly
Fee-only: Hourly fee for financial and business planning services: $350 per hour billed in half-hour increments; recurring quarterly fees based on same hourly rate may be charged
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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