Access Advisory Group offers investment management based on your goals and risk tolerance. They create a plan to help select a portfolio that fits your needs. They also provide financial planning, either as a written plan or a discussion, covering investments, insurance, taxes, retirement, college, and debt. You can hire them for ongoing planning after the initial plan is complete. Access Advisory Group also offers consulting services to pension and employee benefit plans.
Assets Under Management$37M
Clients128
Advisors1
Avg. per Client$290K
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Initial startup fee will not exceed $500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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