Matthew Rich is a CFP-designated registered investment advisor at Access Financial Services, INC., based in Minneapolis, MN, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 322 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Schedule is for Balanced and Equity Portfolios. Fixed Income Portfolios have a different schedule: First $500,000: 0.500%; Next $500,000: 0.425%; Next $1,000,000: 0.350%; Next $1,000,000: 0.300%; Next $2,000,000: 0.200%; Over $5,000,000: 0.100%.
Fee Estimator
Location
1650 West 82nd Street, Suite 850, Minneapolis, MN, 55431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Access Financial Services, INC.
Previous Registrations
Carlson Capital Management, LLC
State Registrations1 state
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