Overview

Headquarters
Mesa, AZ
Total Firm Assets
$238 million
Average High-Net-Worth Client Portfolio Size
$1.3 million

Fee Disclosure

Source: ACUTE INVESTMENT ADVISORY FORM ADV PART 2A AND 2B (2026-02-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.30%
$500,001 $1,000,000 1.25%
$1,000,001 and above 1.20%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,750 1.28%
$5 million $60,750 1.22%
$10 million $120,750 1.21%
$50 million $600,750 1.20%
$100 million $1,200,750 1.20%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
33.11%
Number of High-Net-Worth Clients
59
Total Client Accounts
1,605
Discretionary Accounts
1,605

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
170368
  • ACUTE INVESTMENT ADVISORY FORM ADV PART 2A AND 2B (2026-02-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions