Finaccess Advisors provides wealth management and investment advisory services. They offer advice on financial planning, retirement planning, estate planning, philanthropic causes, and educational services. Finaccess provides personalized financial planning, investment management, financial advisory, and wealth management services to individuals, corporations, and trusts worldwide. Advice is provided through consultation and may include determining financial objectives, identifying financial hardship, cash flow management, reviewing insurance coverage needs, investment management, retirement, and estate planning. Finaccess also recommends discretionary managers and custodians.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Finaccess Advisors receives compensation indirectly from certain non-Fund clients by receiving an agreed upon portion of the fees paid by the client to one or more investment managers and of the fees paid to the client’s custodian (“Referral Fees”). If there is no Referral Fee arrangement, Finaccess Advisors will directly charge an advisory fee of 0.40% annually, based on the value of your investments.