Bryce Wilson is a registered investment advisor at Accession Partners LLC, based in Boulder, CO, with 6 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Accession Partners offers two main investment advisory services:
- Alternative Investments: The fee ranges from 0.25% to 1% annually, based on the value of investments accessed or advised on through Accession Partners' services. Valuations are based on statements from the individual funds and their third-party auditors.
- Traditional Investments: The fee ranges from 0.25% to 1% annually, based on the value of investments accessed or advised on through Accession Partners' services. Valuations are based on brokerage account statements.
Accession Partners may offer an annual flat rate fee in place of the percentage of assets under advisement fee structure. The fee is determined based on the complexity of the client’s portfolio and situation and the overall amount of assets under advisement per client. Accession Partners LLC may modify the fee on a client-by-client basis at its sole discretion.
Location
Boulder, CO
Get directionsHistory
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
Accession Partners LLC
Previous Registrations
Sphere Capital Group, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.