Accretive Wealth Partners offers customized investment management and ongoing financial planning services to individuals, high net worth individuals, trusts, charitable organizations, and estates. The firm builds portfolios primarily using diversified mutual funds, exchange-traded funds, individual stocks, bonds, and options, tailored to each client's specific goals, risk tolerance, and time horizon. Accretive Wealth Partners works closely with clients to understand their financial situation, offering both discretionary (where the firm makes trades without prior approval) and non-discretionary portfolio management. In addition to investment management, the firm provides comprehensive financial planning covering retirement, personal savings, education, and insurance needs, as well as separate hourly or fixed-fee consulting services.
Fee Structure
Accretive Wealth Partners charges an annual fee based on a percentage of your portfolio, billed quarterly in advance. The fee schedule is tiered based on the amount of assets managed:
- Up to $1,000,000 — 0.90% per year
- $1,000,001 to $3,000,000 — 0.70% per year
- $3,000,001 to $5,000,000 — 0.50% per year
- $5,000,001 to $10,000,000 — 0.40% per year
- Over $10,000,000 — 0.30% per year
The firm generally requires a minimum account size of $1,000,000 and/or a minimum annual fee of $9,000 to open and maintain an account, though these minimums may be waived at the firm's discretion. For separate bond managers, the fee is 0.40% on assets up to $1,000,000 and 0.30% on assets above $1,000,000. Accretive Wealth Partners also implements a voluntary fee waiver program based on the firm's total assets under management, which can reduce quarterly fees.
