ACG Wealth Management

Retirement Planning Firm in Prince George County, VA

Firm Info
Address: 1640 Huguenot Rd, Midlothian, VA 23113, USA
Phone: (804) 323-1886

Firm Size
Assets Under Management: $962.6 million
# of Advisors: 9
# of Clients: 993
Client to Advisor Ratio: 110:1
Average Account Size: $969,422
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

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Acg Wealth Management Overview

ACG Wealth Management is a fee-based registered investment advisory firm that has been providing investment advice for individuals and small businesses since 1991. The firm is headquartered in Midlothian, VA and offers a variety of services including financial planning, portfolio management, pension consulting and selection of other advisors. ACG Wealth Management is also an insurance broker/agent that provides investment advice. The firm has a team of experienced professionals who work with clients to develop customized investment solutions to meet their unique needs. ACG Wealth Management manages portfolios for businesses and institutional clients, in addition to individuals. The firm is committed to providing personalized service and ongoing education and support to help clients achieve their financial goals. In addition to portfolio management and financial planning, ACG Wealth Management offers educational seminars and workshops to help clients better understand investing and financial planning concepts. The firm is dedicated to helping clients make informed investment decisions and achieve financial success over the long-term. With a proven track record of success and a commitment to excellence, ACG Wealth Management is a trusted partner for clients seeking comprehensive investment solutions.

ACG Wealth Management serves a diverse array of clients, catering to individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. Individuals and high net worth individuals both seek personalized guidance to build and grow wealth, whereas pension and profit sharing plans require specialized expertise in managing complex employee benefit plans. Charitable organizations, on the other hand, require guidance and investment expertise specifically tailored to their unique goals and nonprofit missions. ACG Wealth Management offers a number of flexible fee structures to accommodate the varying needs and preferences of their clients. Depending on the service provided, clients may opt for a percentage of assets under management fee, where the fee is calculated as a percentage of the value of assets ACG is managing for the client. Alternatively, clients may choose to pay an hourly fee for consulting services, a fixed fee for specific services, or commissions for investment products. Each fee structure offers distinct advantages, ensuring that clients can choose the arrangement that works best for them.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for ACG Wealth Management does not mention an investment minimum. Therefore, it is unclear what the firm's investment minimum may be. Potential clients will need to reach out directly to ACG Wealth Management to inquire about their minimum investment requirements.

How This Office Can Help Prince George County, VA Residents

ACG Wealth Management provides a wide range of financial services to assist clients in Prince George County, VA. The company helps clients with retirement planning, investment management, risk management, estate planning, tax planning, and more. With their expert guidance and insights, they work with clients to develop a customized plan tailored to meet their specific financial goals and needs. Clients in Prince George County, VA may be facing a variety of financial situations, from managing their retirement savings to planning for their children's education to creating an estate plan for their assets. ACG Wealth Management understands the unique challenges facing individuals and families in Prince George County and has the knowledge and expertise to help them navigate these challenges. With their deep understanding of financial markets and investment strategies, they are able to offer comprehensive advice and guidance to help clients achieve their long-term financial objectives.

To view the Minimum Investment and Fee Schedule for Acg Wealth Management, visit their Part 2 Brochure.

Services Offered by Acg Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Acg Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1640 Huguenot Rd, Midlothian, VA 23113, USA
Phone (804) 323-1886
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Acg Wealth Management is registered to service clients in the following states:

  • California
  • District of Columbia
  • Florida
  • Georgia
  • Louisiana
  • New York
  • North Carolina
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Acg Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.