Pricing
One Relationship. Endless Possibilities.
One advisory relationship. One annual minimum.
$
10,000
One annual client relationship minimum
At ACap, your relationship is built around your needs, not a single service.
Whether you’re looking for investment management, tax and accounting support, or comprehensive family office coordination, your engagement begins with a single annual minimum of $10,000 — fulfilled through any of the following:
01
Wealth Management
02
Business Tax & Accounting
03
Family Office
04
Any combination of these
Four routes to the same minimum — not four products at four prices.
As your financial life evolves, your services will evolve with you, all under one trusted advisory team.
Our model
Long-Term Relationships. Integrated Advice.
ACap serves clients through ongoing advisory relationships rather than one-time transactions. Our approach integrates investment management, tax planning, accounting, and financial guidance into a single coordinated relationship.
Each client works with a dedicated team that understands the full picture — investments, taxes, business interests, and long-term goals — so that advice in one area accounts for the consequences in every other.
A principle, not fine print
Because we are committed to providing proactive, year-round guidance, we do not offer standalone financial plans, one-time tax preparation, or transactional engagements.
If what you need is a single return filed or one plan delivered, another firm is the better fit — and we’d rather you know that here than three meetings from now.
Route 01 · Published schedule
Wealth Management
Wealth management fees are based on assets under management. This is the one service with a published schedule — the two that follow are scoped in conversation.
What the relationship includes
- Investment management
- Financial planning
- Retirement planning
- Tax-efficient investment strategies
- Estate planning coordination
- Ongoing guidance tailored to your goals
Annual fee schedule
Assets under management
Annual fee
Up to $2,500,000
1.00%
$2,500,001 to $5,000,000
0.75%
Over $5,000,000
0.50%
Estimate your annual fee
Sould be custom block – coming soon
Route 02 · Scoped in consultation
Business Tax & Accounting
Designed for individuals and business owners seeking an ongoing advisory relationship rather than annual tax preparation.
Services may include
- Tax preparation
- Proactive tax planning
- Bookkeeping and accounting oversight
- Payroll coordination
- Business advisory
- CFO services
- Tax notice assistance
How scope is set
Scope and fee are established in the consultation, based on the work your situation actually requires.
Minimum
The $10,000 annual client relationship minimum applies.
Route 03 · Customised engagement
Family Office
Comprehensive coordination across every aspect of your financial life.
Family office service brings together wealth management, tax planning, accounting, estate planning coordination, and strategic financial guidance.
Each engagement is customized to meet the unique needs of the individual or family. Scope and fee are established in the consultation, and the $10,000 annual client relationship minimum applies.
Fee-only fiduciary
We are compensated by our clients. Only.
Our advice is always objective and designed to serve your best interests.
No commissions
No product sales
No hidden fees
No incentives that influence our recommendations
Getting started
The first step is a conversation.
We offer a complimentary 30-minute introductory consultation to learn about your goals, answer questions about our services, and determine whether we’re the right fit.
If we decide to move forward together, we’ll outline the services included in your relationship and the annual fee based on your specific needs.
Step one
A complimentary 30-minute conversation.
No cost, no obligation — a conversation about your goals and whether an ongoing advisory relationship with ACap is the right fit.
Questions
Questions we’re
proposing for this page.
These are the six questions a pricing page should answer. The answers need to come from ACap — nothing here is drafted on the firm’s behalf.
