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Act Advisors
Asheville, North Carolina
5.0
46 Reviews
ACT Advisors, a local investment advisory firm headquartered in Asheville, NC, has established itself as a trusted partner for over 260 individual clients, overseeing an impressive $313,061,000 in assets under management. With a strong presence in the region, ACT Advisors operates from three offices strategically positioned to cater to their diverse clientele.
While the firm's focus extends beyond 401K and individual accounts, which account for less than 30% of their assets under management, ACT Advisors possesses the expertise to proficiently handle employer funds. Notably, the firm exercises full discretionary control over 100%...see more
Assets Under Mgmt
$313.06M
Investment Professionals
6
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Reviews for Act Advisors
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