Access Financial Group, LLC provides investment management and financial planning services. Investment advice is tailored to individual client needs and objectives. Financial planning covers personal, estate, insurance, retirement, and investment planning. Clients are not obligated to act on recommendations or implement plans through Access Financial Group.
Assets Under Management$39M
Clients163
Advisors2
Avg. per Client$240K
Avg. per Advisor$20M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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