Access Financial Services (AFS) provides investment advice and manages portfolios for individuals and retirement plans. AFS offers financial planning, covering areas like taxes, investments, insurance, retirement, and estate planning. AFS also provides financial consulting on specific areas of concern. For retirement plans, AFS can act as an advisor, helping plan sponsors with investment decisions.
Assets Under Management$440M
Clients322
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Schedule is for Balanced and Equity Portfolios. Fixed Income Portfolios have a different schedule: First $500,000: 0.500%; Next $500,000: 0.425%; Next $1,000,000: 0.350%; Next $1,000,000: 0.300%; Next $2,000,000: 0.200%; Over $5,000,000: 0.100%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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