Accretive Wealth Partners (AWP) provides investment management and financial planning services to individuals, high net worth individuals, trusts, charitable organizations, financial institutions, corporations, and estates. AWP works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. AWP may recommend unaffiliated investment managers. Financial planning services are offered as part of wealth management or separately.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable. AWP has a Client Alignment Programtm (CAP) that may voluntarily waive a portion of the investment advisory fee. AWP calculates its fee with respect to assets allocated to bond separate account managers in accordance with the following schedule: - On Assets up to $1,000,000: 0.40% - On Assets: $1,000,001+: 0.30% To the extent a portion of a Client’s assets is allocated to individual bond managers, those assets are not aggregated with the portion of the Client’s assets that are managed directly by AWP for purposes of calculating investment advisory fees.