Question 1

Do I need a financial advisor who specializes in Accenture?

Accepted Answer

Adventure Wealth already understands the mechanics of Accenture RSUs, VEIP election windows, and MD-level cash flow dynamics, so your first conversation is about your goals rather than explaining how your compensation works.

Question 2

What is Accenture VEIP and should I participate?

Accepted Answer

VEIP allows eligible Accenture employees to invest a portion of their pay into discounted Accenture shares. Whether to participate depends on your equity concentration, tax situation, and cash flow needs. Adventure Wealth provides personalized analysis to guide this decision.

Question 3

How are Accenture RSUs taxed?

Accepted Answer

Accenture RSUs are taxed as ordinary income at vesting based on fair market value. When you sell, any gain is taxed as a capital gain. Strategic planning around vesting events can significantly reduce your overall tax liability.

Question 4

What does it cost to work with Adventure Wealth?

Accepted Answer

Adventure Wealth requires a minimum of $1,000,000 in managed assets. Investment management fees start at 1.25% annually on the first million and decrease on higher balances. All fees are disclosed upfront with no commissions.

Question 5

Does Adventure Wealth work with clients outside of Utah?

Accepted Answer

Adventure Wealth serves clients virtually across the entire United States. We are a registered investment advisor operating fully remotely, so location is not a barrier.

Question 6

Is financial planning included in Adventure Wealth investment management fees?

Accepted Answer

Yes. Financial planning is included as part of Adventure Wealth's investment management fee — it is integrated into the engagement, not billed separately.

Accenture MD Playbook

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