Accredited Investors Wealth Management provides customized wealth management solutions tailored to each client's financial needs. They focus on the connection between money and values, using a collaborative approach. Services cover asset protection, disability & income management, debt management, estate planning, and investment planning. They also offer investment advice, developing investment policies and managing portfolios based on client goals, risk tolerance, and liquidity needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accredited has other past fee schedules and fee minimum arrangements in effect, which include fee schedules and minimum annual fees that are lower than those shown above. Accredited honors these legacy arrangements. Fees are non-negotiable and subject to a minimum annual fee of $50,000. The minimum fee can be modified at Accredited’s sole discretion. There are limited exceptions to the minimum annual fee that are considered by Accredited, including but not limited to family relationships, life phase, anticipated liquidity events and/or composition of wealth.
