Wealth Management

Imagine you’re standing on one side of a river and your goals are on the other side.

You have three options to get across:

Swimming would take the most work on your part, and you would leave yourself immediately exposed to multiple unknowns (unseen currents and critters, frigid water temperature, etc.).

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You could take a rowboat and try to power your way across with some DIY tools, relying on your own knowledge and willpower, but there’s no way to know how far down river you will end up before you finally get to where you want to go. 

Or you could take the bridge (that’s us!) and remove uncertainty from the equation, arriving on schedule and fully prepared for the next stage of your journey.

bridge

What Services Are Provided Under Wealth Management?

No matter where you are in life, we can help you get to the other side of the river. We provide comprehensive financial planning that includes management of your investment accounts with a concierge touch. 

Financial Planning

Whether you’re just starting your professional career, or you have a few decades under your belt, we can help you identify your financial goals and build a roadmap to achieve them. 

Investment Advice
Life Event Planning
Retirement Planning
Estate Planning
Tax Planning

What Will it Look Like if I Decide to Work with You?

Our first step is to get together (in-person or virtually) and learn more about each other as we start to map out your financial future.

Step 1:
Discovery

We discover what you care most about so we can help you get it.

Step 2:
Design & Deliver

We deliver a plan designed to show how you can secure financial freedom.

Step 3:
Protect & Grow

Creating a life you love happens by design. Let us help you protect & grow your fabulous financial future.

What Fees Are Associated with
Wealth Management at American Capital?

We have two fee models: flat fee or a percent of total assets under management determined by your situation and needs. Actual fees are determined after meeting with you and reviewing all documentation. You will be provided a fee quote prior to signing any agreement.

Asset Range Percent of Total Market Value
Up to $3,000,000 1.00%
$3,000,001 to $5,000,000 0.90%
$5,000,001 to $10,000,000 0.80%
Above $10,000,001 0.70%

Ready to Get Started?

Whether you know exactly what you want to accomplish or you need a little help establishing a timeline and clear goals, we are excited to work with you!

In order to provide you with a quick, customized estimate of our fee, we need a few pieces of information. We call this our Triple-D form, because it will capture everything we need upfront, including your:

  • Documents: correct, complete, and current documentation equals useful information
  • Demographics: because understanding you is the whole point
  • Desires: it matters what you really want, not what you are told you should want

We will review and respond within two business days, providing you with an estimate and a contract to consider.

Triple D Form Wealth Management

Triple D Form Wealth Management

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American Capital Planning
202 Church Street SE, Suite 509
Leesburg, VA 20175 US