Aci Wealth Advisors
Aci Wealth Advisors (CRD# 155494) is a financial advisory firm headquartered in Naples, FL. They manage $1,200,000 in 13 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$92,308
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
J. Dak Hartsock (CRD# 5864610) is an Investment Advisor Representative working at ACI Wealth Advisors in Naples, FL and has over 5 years of experience as a portfolio manager and retirement planner. Mr. Hartsock is a nationally cited financial expert and an award winning portfolio manager. He is Chief Market Strategist at ACI Wealth Advisors.
ACI is a fiduciary wealth advisory that offers investment management and retirement income planning. ACI is one of a small group of advisories that have accepted the fiduciary responsiblity. Cerulli Associates, an independent research firm, identified that only about 1 in 10 advisors has accepted the role of a fiduciary for their clients.
Visit www.aciwealth.com or www.dakhartsock.com to learn more.
Expect a Difference.
The information given on WealthMinder.com on ACI Wealth Advisors regarding assets under management, total # of accounts and average account size is not accurate - wealthminder is a marketing company that charges advisors to add additional detail to a basic profile they out together without consulting the advisor in question or verifying details such as assets under management.
For additional details and disclosures, please visit www.aciwealth.com or www.dakhartsock.com. You may also read our Form ADV II at www.finra.org