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ACI Wealth Advisors

Headquartered in DALLAS, TX

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Firm Information

ACI Wealth Advisors is an independent Registered Investment Advisor with approximately $22.87 million in regulatory assets under management. They provide a wide range of services to individuals and high-net-worth individuals, including financial planning, portfolio management, and selection of other advisors. They also offer educational seminars to their clients.

ACI Wealth Advisors

$22.87M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retirement income plan $699, initial assessment fee $250 - $2500

Branch Locations (1)

ACI WEALTH ADVISORS has a total of 1 branch locations across the country.
location

NAPLES, FL

Advisors at ACI Wealth Advisors

View All 1 Advisors
Unclaimed
James Dak Hartsock

RA

NAPLES, FL

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Disclosures

There are no public disclosures for ACI Wealth Advisors.

Frequently Asked Questions (6)

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