Acute Wealth Advisors is a wealth management firm headquartered in Mesa, Arizona. It also appears on our list of the top financial advisors in Mesa. The registered investment advisor (RIA) firm offers portfolio management services, and also specializes in financial planning, investing, retirement consulting and estate planning.
Acute Wealth Advisors Background
Acute Wealth Advisors was founded in 2001 by Damon Roberts. Matt Deaton serves as the firm’s partner. Roberts and Deaton also own the firm entirely. Acute Wealth's team of advisors does not list any advisory certifications on its website.
While based in Mesa, Acute Wealth Advisors also has numerous other Arizona offices located in Peoria, Scottsdale and Phoenix.
Acute Wealth Advisors Client Types and Minimum Account Sizes
The firm says it serves individuals, trusts, pension plans and retirement plan trustees. However, its current client base consists solely of high-net-worth and non-high-net-worth individuals. Acute Wealth Advisors doesn’t have a minimum account size requirement.
Services Offered by Acute Wealth Advisors
Acute Wealth Advisors offers the following services:
- Investment management
- Estate planning
- Wealth transfer planning
- Tax planning
- Insurance planning and management
- Retirement consulting
- Pension analysis
- Social Security maximization
- Risk management
Acute Wealth Advisors Investment Philosophy
Acute Wealth Advisors says on its website that it aims to help families protect, grow and reduce taxes on their wealth. The firm’s retirement consulting and insurance services utilize pension analysis, income planning and asset-based long-term care strategies.
When formulating and applying investment advice, advisors may use fundamental and/or technical analysis. Strategies include long- and short-term purchases, trading, short sales, margin transactions and covered options.
Fees Under Acute Wealth Advisors
The firm charges a portfolio management fee based on client assets under management. The current fee schedule is as follows:
|Acute Wealth Advisors Fee Schedule
|Assets Under Management
The chart below shows estimated fees based on the above schedule:
|Estimated Investment Management Fees at Acute Wealth Advisors*
|Acute Wealth Advisors Maximum Fee Amount
|*Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount.
Learn more about advisors' typical costs here.
What to Watch Out For
According to its latest Form ADV filed with the SEC, this firm doesn’t have any disclosures.
Some members of the firm are also licensed insurance agents and earn commissions from related activities, which could pose a potential conflict of interest. The firm has a fiduciary duty to act in clients' best interests, though.
Opening an Account With Acute Wealth Management
The easiest way to contact the firm is to call (480) 620-6907 or visit its website contact page.
All information is accurate as of the writing of this article.
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