Accession Partners LLC offers investment advisory services to accredited investors, qualified clients, and qualified purchasers. The firm specializes in alternative investments like private credit, real assets, private equity, and hedge funds, aiming to diversify concentrated traditional asset holdings. Accession Partners also offers traditional portfolio advisory and consulting services for public equities, ETFs, and fixed-income holdings. Recommendations are based on individual financial situations, investment objectives, and risk tolerance.
Fee Structure
Accession Partners offers two main investment advisory services:
- Alternative Investments: The fee ranges from 0.25% to 1% annually, based on the value of investments accessed or advised on through Accession Partners' services. Valuations are based on statements from the individual funds and their third-party auditors.
- Traditional Investments: The fee ranges from 0.25% to 1% annually, based on the value of investments accessed or advised on through Accession Partners' services. Valuations are based on brokerage account statements.
Accession Partners may offer an annual flat rate fee in place of the percentage of assets under advisement fee structure. The fee is determined based on the complexity of the client’s portfolio and situation and the overall amount of assets under advisement per client. Accession Partners LLC may modify the fee on a client-by-client basis at its sole discretion.