Finaccess Advisors is a registered investment advisor based in Miami, Florida, offering comprehensive wealth management and investment advisory services on both discretionary and non-discretionary bases. Finaccess Advisors helps clients navigate their financial lives by providing personalized advice that covers cash flow management, insurance needs, investment management, retirement planning, estate planning, and philanthropic goals. The registered investment advisor also provides specialized wealth management services such as budgeting, real estate management, coordination of tax advisors, bookkeeping, and access to private banking and trusts. Finaccess Advisors tailors its services to the specific goals of each client and can work with client-imposed investment restrictions. In addition to serving individual clients, Finaccess Advisors provides investment advisory services to open-end investment companies structured as funds in Ireland, Luxembourg, Mexico, and Switzerland.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Applies when there is no referral fee arrangement with custodians or investment managers. Alternatively, Finaccess Advisors may receive a portion of the fees paid by the client to third-party custodians or investment managers.