Pricing

Complimentary Initial Consultation

We offer a complimentary 30-minute consultation to answer questions about our services. Personalized financial or tax advice is provided after you become a client and we have a full understanding of your unique financial situation.

Our Core & Integrated Services

Wealth Management | Business Tax & Accounting | Family Office 

At ACap, we take a relationship-driven approach — focusing on long-term partnerships, not one-time tax prep or financial plans. By providing year-round support, we gain a deeper understanding of your financial picture and help you proactively and strategically plan for both short- and long-term goals. That’s why you won’t find one-off services on our pricing sheet — our focus is on lasting partnerships rather than transactional work.

Wealth Management

  • Standard Fee: Starts at 1% per year of managed assets
  • Example: Managing a $1,000,000 portfolio = $10,000 per year, billed quarterly
  • Minimum Annual Fee: $6,000
  • Flat-Fee Options: Available for larger estates — contact us for details

Optional Services for Wealth Management Clients:

  • Comprehensive Financial Plan
    A detailed analysis of your financial and tax documents
    Cost: $4,500 per plan

  • Individual Tax Preparation
    Services are provided only as part of an ongoing relationship through our Wealth Management or Business Tax packages. We do not offer one-time or transactional services.
    Hourly rate: $250

Business Tax & Accounting Services

  • Hourly rate: $250
  • Minimum Annual Fee: $6,000, billed monthly

Family Office & Combined Services

When you engage ACap for both Wealth Management and Business Tax & Accounting, you will only be subject to one annual minimum fee. Any additional work in the other service category will be billed at the applicable hourly rate.

Transparency & Your Best Interest

We are a fee-only advisory firm — meaning:
No hidden fees
No transaction fees
No commissions or kickbacks

You can rest assured that our strategies and advice are driven solely by what’s in your best interest — not by sales incentives or product commissions.

Payment Terms

  • ACH payments only

*For a complete list of services, click here.