Accel Advisors, also known as OC CFO, offers personalized financial advice to individuals and companies. For individuals, they provide financial planning services ranging from comprehensive plans to single-subject consultations. For companies, they offer consulting on topics like risk management and financial organization. They also manage investment portfolios on a discretionary basis, tailoring strategies to clients' individual needs and objectives.
Fee Structure
Accel Advisors charges a percentage of the assets they manage for investment portfolio management. This fee generally ranges between 0.50% and 2.0% per year, and is negotiable based on the complexity of your portfolio and the services you need. The fee is billed quarterly in advance, based on the value of your account at the end of the prior quarter.