Access Wealth Management (AWM) provides financial planning, portfolio management, and related services, primarily to high net worth individuals. AWM works with clients to develop a financial outline and investment plan based on their goals and risk tolerance. AWM manages investment portfolios on a discretionary or non-discretionary basis, and may recommend separate account managers. AWM also offers consulting advice regarding private fund investments and individual 401(k) accounts.
Fee Structure
Access Wealth Management (AWM) offers portfolio management services where fees are based on the value of your investment accounts. The annual fee ranges from 1.0% to 1.5%, and is individually negotiated. Private Wealth Management clients may also be subject to a fixed quarterly fee when a significant proportion of the plan is focused on assets outside of AWM's management.