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The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 17 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Act Wealth Management use?","answer":"Act Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $523M and Fidelity Distributors Company LLC (Smithfield, RI), with $44.8M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Act Wealth Management have?","answer":"Act Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Act Wealth Management invest in?","answer":"At the end of its last fiscal year, Act Wealth Management’s separately managed accounts held 55% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs) and 4% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Act Wealth Management?","answer":"Act Wealth Management’s direct owners are Daniel Archer, Raymon Tanner, Brennan Cross and Kally Alkire, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 17 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Act Wealth Management get paid?","answer":"Act Wealth Management is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}