Accel Wealth Management uses a disciplined approach to investing, tailoring portfolios to individual client needs. They offer financial planning, consulting, and education services, including advice on investments, retirement, estate, and tax planning. They also provide pension consulting services to employer plan sponsors. Accel Wealth Management may refer clients to other investment advisors.
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% |
Fees can be waived and/or negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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