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Acts Financial Advisors

Headquartered in MCLEAN, VA

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Firm Information

Acts Financial Advisors is an investment advisor registered with the SEC and located in McLean, Virginia. The firm manages approximately $108 million in assets for 73 clients, primarily high-net-worth individuals. They offer financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses.

Acts Financial Advisors

1390 CHAIN BRIDGE RD #10147

MCLEAN, VA 22101

$108.19M

Assets Under Management

5

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

Branch Locations (2)

ACTS FINANCIAL ADVISORS has a total of 2 branch locations across the country.
location

Clarksville, MD

location

MCLEAN, VA

Advisors at Acts Financial Advisors

View All 2 Advisors
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Stephen Walter Chang

RA

MCLEAN, VA

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Mark Philip Eid

RA

MCLEAN, VA

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Disclosures

There are no public disclosures for Acts Financial Advisors.

Frequently Asked Questions (7)

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