Great! Let's Get Started...
To enhance security and give our Clients access to the broadest fund selection possible, ACG's WellPlan portfolios are powered by the Charles Schwab investment network.
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You fund your account and control the frequency of deposits.
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You may withdraw funds at any time without additional cost.
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ACG creates and maintains your investment portfolio.
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Charles Schwab handles all trades and money movements.
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No commissions, no hidden fees, and full ACG Financial Planner support!
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A low annual cost of 0.65% on invested balances.
How to Open Your Account
1. Click the link below and enter our Advisor Program Key: HZL6
2. A short series of questions and account verification will follow.
3. Once complete, we will follow up with all necessary documents.
(You will be redirected to Schwab's website.)
Please note WellPlan Portfolios require a $5k minimum opening deposit funded by cash deposit.
What Happens Next?
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Once your account has been confirmed, we will reach out to you with appropriate documents and confirm your account is ready.
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You will have access to ACG's full suite of planning software tools.
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Program cost starts at 0.65%.
What Type of Accounts Can I Open?
Because WellPlan portfolios are powered by the Charles Schwab network, you can open a wide variety of accounts - retirement, taxable, custodial, trust, and more!