Acima Private Wealth

Acima Private Wealth at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 6 advisors are listed here; 2 of 6 hold the CFA.
• Its Form ADV reports 7 employees and 59 individual clients, 36 of them high net worth.
• Its average account is about $3.1 million (assets it manages divided by its 135 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Acima Private Wealth fees

Acima Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• Gary Gore

• Luke Neice

• Patricia Soileau

• Robert Hill

  CFA

• Robert Taylor

• Tanya Bird

  CFA