Frequently Asked Questions
Answered By Acacia
Do I have to live in the Kansas City area to work with you?
We work with clients locally and all throughout the country. With the use of technology, we are able to take care of our clients virtually with the same level of service for those that are local. For those who prefer face to face meeting, we do what we can to coordinate our travel schedules for a visit.
Is there a fee for the first consultation?
We have found that a lot can be discovered from an initial meeting and can determine whether or not a long-term working relationship makes sense for your situation. Even if an ongoing advisory relationship is not appropriate, we always leave our prospective clients with something to take away, whether it be a referral to an advisor that may be a better fit or a recommendation on simple tweak to what you're currently doing that can improve your financial situation. We do not charge for our initial consultations but do ask that you come prepared to discuss your financial situation openly and honestly to make the most of the time together.
How do I know if I would be a good fit?
The professional relationships we develop with our clients often lead to decades of working together. Because of this, it is important that we are able to determine compatibility early on. Often times, this is apparent in the initial consultation. We promise to be transparent about our process, approach, and investment philosophy to help you make a decision whether or not Acacia Wealth Management is the place for you. The qualities we look for in our clients are:
those seeking a long-term relationship with a financial professional to help them plan and organize their retirement and financial life.
focused on long-term goals and can follow a disciplined investment plan. We do not attempt to time the markets or shoot from the hip with our investment decisions. We create and manage diversified portfolios for our clients that allow them to participate in market gains while mitigating risk on the downside.
value the advice provided by a financial professional and understand that the advice comes at a cost.
are willing to meet, virtually or in person, at least annually to review and update your portfolio and plan.
What is a fiduciary?
The label of a fiduciary is becoming more and more common in the financial advisory world, and with good reason. A fiduciary is legally required to put the client's interests ahead of their own. We are fiduciaries for all of our clients who enter into advisory agreements with us.
Do you have an investment minimum?
Due to the holistic wealth management that we provide and the areas of specialty we cover, clients with over $250,000 in investable assets are typically in need of our services.