Acp Investment Management's Form ADV discloses 2.00% on the first $500,000, 1.75% on the next $500,000, 1.50% on the next $2 million, 1.00% on the next $7 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #338484), Acp Investment Management is subject to fiduciary duty under federal law.
Acp Investment Management is headquartered in KAILUA-KONA, HI.
Acp Investment Management serves 42 high-net-worth clients according to their SEC filing dated April 28, 2026. View client details ↓
According to their SEC Form ADV, Acp Investment Management offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Acp Investment Management manages $132 million in client assets according to their SEC filing dated April 28, 2026.
According to their SEC Form ADV, Acp Investment Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓