Access Wealth manages investment portfolios and provides personalized financial planning for individuals, high net worth families, and businesses. The firm builds portfolios tailored to each client's risk tolerance and goals, using Modern Portfolio Theory and ongoing monitoring. Access Wealth offers holistic financial planning covering retirement, estate planning, tax strategies, charitable giving, insurance, education funding, and cash management. Clients can choose standalone investment management, standalone financial planning, or a combined service.
Assets Under Management$540M
Clients373
Advisors12
Avg. per Client$1.4M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee varies up to 1.50% based on portfolio size, complexity, and scope of services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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