Force Acres, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Force Acres offers investment management and financial planning services to individual clients, including project-based and ongoing comprehensive planning. The firm provides guidance on retirement, estate, tax, insurance, college savings, and business-planning topics alongside portfolio construction and implementation.
The firm follows a Modern Portfolio Theory framework and primarily uses passive strategies—index mutual funds and exchange-traded funds—to build diversified, asset-allocation focused portfolios intended for long-term, tax-aware investing. Accounts are reviewed on a regular (quarterly) basis and may be managed on either a discretionary or non-discretionary basis; the firm relies on custodial statements for transaction and performance reporting rather than producing separate written investment reports for advisory clients.
Force Acres is a relatively uncommon wrap fee program sponsor for an independent adviser, maintaining a wrap program described in its Form ADV appendix and participating in an institutional custody program that provides research and trading benefits. The firm’s principal holds CFP® and AIF® credentials, discloses a small volunteer board role, and clients retain responsibility for proxy voting rather than delegating that authority to the adviser.
Client services
Expertise
Fee options
Project-Based Financial Planning: $2,000 to $10,000 fixed fee, negotiable; Ongoing Comprehensive Financial Planning upfront fee $2,000 to $10,000 plus quarterly fee of $250 to $1,000
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.40%
Account minimum: $5,000
Main office
New Braunfels TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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