Brad Hellman is a CFP-designated registered investment advisor at Access Wealth Management, INC., based in Louisville, KY, with 7 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 187 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Access Wealth Management (AWM) offers portfolio management services where fees are based on the value of your investment accounts. The annual fee ranges from 1.0% to 1.5%, and is individually negotiated. Private Wealth Management clients may also be subject to a fixed quarterly fee when a significant proportion of the plan is focused on assets outside of AWM's management.
Location
4360 Brownsboro Road, Suite 101, Louisville, KY, 40207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Access Wealth Management, LLC
Access Wealth Management, INC.
State Registrations1 state
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