About ACap
ACap Advisors & Accountants is a boutique fee-only wealth management and full-service accounting firm based in Los Angeles, CA.
We provide comprehensive, unbiased financial advice. Whether your goal is to pay off education loans, save for the purchase of a home, establish or manage your investment accounts, minimize taxes, or ensure your existing portfolio is balanced and in line with your goals, ACap will work to maximize your profits and eliminate anxiety through personalized, fee-only financial planning and accounting services.
Meet the Team
Meet the dedicated professionals that make up the ACap Team, here to help you achieve financial success.
How We Can Help
We offer a variety of services for all of your financial needs.
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Investments & Asset Management
We carefully evaluate your needs and goals to create a personalized investment portfolio. ACap manages your portfolio on an ongoing basis, implementing your financial plan.
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Financial &
Retirement PlanningWe review and analyze your financial documents (insurance, tax returns, investment accounts, 401k accounts, etc.) to create a personalized retirement plan and savings strategy.
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Accounting &
Business Tax PlanningACap Accounting Services, Inc., provides payroll, bookkeeping, and business tax preparation and advising.
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College &
Education PlanningCollege costs are rising faster than the rate of inflation. ACap can help you plan and save for college expenses using low cost and tax-efficient investments.
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Estate Planning
As the central point of contact for all your financial matters, we will refer you to one of our prescreened attorneys, to help create necessary estate planning documents to protect your assets.
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401K & Pension Plans
We can help you establish an employer-sponsored retirement plan for your company and/or help you manage your existing plan with your current employer.
ACap PROCESS
ACap employs a holistic approach to advising. In order to fully understand your goals and objectives, we use a five-step highly customized process for onboarding asset management clients before any investment decisions are made. New asset management clients undergo the following steps:
When you contact us, we will review your inquiry to schedule a free consultation. During our consult, we will ask you about your goals and discuss any questions or concerns you may have. This meeting is a chance for us to get to know each other, and mutually determine if we are a good fit to work together.
Once you’ve decided to work with us, we will send you an engagement package and collect your fee. We then collect relevant financial documents, which will enable us to draft your financial plan and manage your accounts.
During an onboarding call, we will walk you through the paperwork to open or transfer your investment accounts to one of our trusted custodians (either Charles Schwab or TD Ameritrade).
We will meet with you to review your financial plan in depth and begin to implement your portfolio. As part of our ongoing management, you will receive highly-detailed performance reports on a quarterly basis and meet regularly with your advisor.
Leave this step to us. We will review your documents and create your financial plan. We will ensure that your new accounts are open or your transfers are complete for the implementation of your plan.
LEARN
Learn more about financial topics, ACap news, and our expertise with financial services, with our informational resources.
