Personal Financial Services
One-on-One meeting with a CFP®
Are you looking for hands-on, personalized assistance from a CERTIFIED FINANCIAL PLANNERTM (CFP®)? Advanced Capital Group offers a team of planning professionals to assist with questions that arise. If you have general questions or wish to reach out with a planning specific inquiry, please schedule a one-on-one call or meeting using the link below.
Legacy Member – An innovative personal advisory service designed around subscription pricing. For a flat monthly fee, you will have access to online advisory tools and low-cost investing including automatic rebalancing and auto-deposit. Once you have completed an online risk questionnaire, your account will be funded and invested in risk-based portfolios pre-selected and designed by ACG.* To maintain your investment profile, your account will be monitored to ensure it adheres to the risk parameters established at the beginning of your account. If your needs change, accounts can be moved to a different account profile without extra cost.
In addition, a CFP® professional is available to answer your questions regarding important planning and investing needs through a yearly annual update included in your monthly cost. Need additional analysis or additional projects? Legacy Member customers also have access to discounted planning costs should other needs arise!
Service Cost – Monthly subscription flat fee: (billed to credit or bank account)
With investment account(s): $29.00 monthly flat fee per customer
No investment account(s): $9.00 monthly flat fee per customer
*Note: $5000 minimum required, maximum of $100,000 opening balance.
Questions on How to Get Started?
Fill out the form below to get started as a Legacy Member. You’ll receive an email with access to a brief questionnaire to identify the appropriate investment option to meet your goals.
Legacy Premium – Personal services designed to answer the question, “Am I on track to meet my goals?” This service combines powerful online planning tools with a managed account platform tailored around your specific risk profile. Once established, your investment accounts will be monitored daily and rebalanced automatically to your specified risk tolerances – all with the guidance of a CFP® professional! Included in this service are the following topical reviews:
- Social Security – when should I begin to take it?
- Investing – how am I invested and what do I own?
- Income – Accessing your funds in retirement.
- Goals – Am I on track to meet my financial targets?
- Risk – Am I properly diversified?
- At a Glance – Access to account aggregation & organizational tools.
- And more!
Service Cost: Based on Managed Assets ($100,000 minimum initial balance required)
$100,000 - $500,000: 0.75% annual advisor cost
$500,000 & up: 0.60% annual advisor cost
How to Get Started:
- Contact us using the fillable form below.
- Our advisors will email you a personal access link to industry-leading planning software, MoneyGuide Pro.
- Spend 30-60 minutes answering questions about your personal finances and goals.
- A CERTIFIED FINANCIAL PLANNERTM (CFP®) from Advanced Capital Group will be assigned to you, review your information and send you a customized financial review with actionable next steps.
- If you have questions or would like to discuss the plan, schedule a follow-up call with your new CFP® from ACG.