Acertado Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Acertado Investments provides investment management, financial planning, and retirement plan consulting to institutional pooled vehicles, employer plan sponsors, and individual clients. The firm operates on a fee-only basis and may manage client accounts on a discretionary basis while establishing investment policies and asset-allocation targets tailored to each client’s objectives.
Its investment approach combines modern portfolio theory and fundamental analysis and uses a mix of passive and active funds, ETFs, and individual securities to construct diversified portfolios consistent with clients’ risk tolerance and tax considerations. For retirement-plan clients the firm advises on investment policy design, investment review and recommendations, fee analysis, participant education, and vendor evaluation, and performs these services as an ERISA fiduciary where applicable.
Formed in 2024, the firm reports no assets under management or client accounts as of the brochure date, reflecting an early-stage practice led by a principal with prior institutional investment and consulting experience. The inclusion of employer retirement-plan consulting alongside traditional investment-management and both project-based and ongoing financial planning services is notable given that few peers in this category offer pension/plan consulting.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Financial Planning fees as fixed fees for Project-Based Financial Planning ($3,000-$6,800 range). Also ongoing fixed monthly fees ($100-$300).
$0 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%
Minimum fee: $3,000 minimum annual fee for Investment Management services Fee-only: Financial Planning fees: Ongoing Financial Planning initial fee $800-$3,600; recurring monthly fee $100-$300; Project-Based Financial Planning fixed fees $3,000-$6,800.
Main office location
Acertado Investments
Fort Lauderdale FL, United States
Number of offices
1
Most active in
Acertado Investments has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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