Blair Stientjes is a registered investment advisor at Accelerate Retirement, based in Walnut Creek, CA, with 19 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 916 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accelerate Investment Advisors manages investment portfolios for clients, charging a fee based on the value of the assets in the account. The maximum annual fee is 1.50%, but fees are negotiated on a per-client basis. There is a minimum account balance of $25,000, though exceptions may apply to employees and relatives of Accelerate or existing clients. Fees are collected quarterly in arrears and are automatically deducted from the client's account.
Location
Walnut Creek, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Accelerate Retirement
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
Adp Broker-Dealer, INC.Broker
State Registrations1 state
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