Access Wealth offers investment advisory services on a discretionary basis, monitoring client accounts and rebalancing as needed. They also provide comprehensive financial planning services tailored to clients' specific needs and goals, covering retirement, charitable giving, estate, tax, insurance, family wealth, education savings, and cash management strategies. Access Wealth offers ongoing financial counseling, account reviews, and securities research. They also offer account aggregation services for tracking investments.
Assets Under Management$490M
Clients396
Advisors14
Avg. per Client$1.2M
Avg. per Advisor$35M
Fee Structure
Access Wealth's annual investment advisory fee varies up to 1.50% of the total assets they manage. The fee is based on factors like the amount of assets, complexity, and scope of services. The fee is negotiable.
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