Accelerated Wealth Advisors manages investment portfolios and provides customized financial planning services on both discretionary and non-discretionary bases. The firm creates personalized strategies covering asset allocation, cash flow analysis, college savings, estate planning, investment planning, retirement planning, and risk management. In addition to traditional portfolio management, Accelerated Wealth Advisors offers access to alternative investments and modular or full written financial plans. The firm's representatives may also act as insurance agents through an affiliated company, offering products such as fixed indexed annuities. Accelerated Wealth Advisors works with individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and private funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The total annual fee combines an advisory firm fee of up to 1.0% and an advisor representative fee of up to 1.0%, not exceeding 2.0% total. Sub-advisor fees may add up to 0.6% annually, for a total possible fee of 2.6%.