Accel Wealth Management is a registered investment advisor offering comprehensive financial planning, consulting, and active investment management services. Accel Wealth Management builds customized portfolios tailored to each client's individual needs and risk tolerance by developing a personalized investment policy statement. In addition to portfolio management, Accel Wealth Management provides guidance on retirement, estate, budgetary, college, and tax planning, as well as pension consulting for employer plan sponsors. The firm serves individuals, high-net-worth families, trusts, and businesses.
Assets Under Management$1.1B
Clients1,381
Advisors10
Avg. per Client$830K
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Annual investment management fees are charged up to 2.25% of all assets managed. Fees are negotiable and can be waived.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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