Access Advisory Group is a registered investment advisor founded in 2009, based in Oklahoma City, Oklahoma. The firm provides personalized investment management and confidential financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. Investment advice is delivered on a non-discretionary basis, meaning clients retain control over their assets and approve trades before execution. Access Advisory Group builds customized portfolios utilizing mutual funds, stocks, bonds, exchange-traded funds, real estate, and other securities, while also offering pension consulting services for employee benefit plans. The firm is owned by James J. Oplotnik, who serves as President and Chief Compliance Officer.
Fee Structure
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% |
Fees are negotiable. Fees for accounts over $5,000,000 are determined on a case-by-case basis.