Accelerate Investment Advisors provides personalized investment management and retirement plan consulting for individuals, high-net-worth clients, and businesses. Accelerate Investment Advisors builds customized portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds to match each client's specific financial goals and risk tolerance. The firm also offers comprehensive financial planning services covering retirement, tax strategies, estate planning, education funding, and debt management. In addition to individual wealth management, Accelerate Investment Advisors consults on employer-sponsored retirement plans, providing fiduciary oversight, investment monitoring, and financial wellness education for plan participants. Client accounts are primarily held at Charles Schwab or Fidelity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annualized fee is 1.50%. Fees are negotiable on a per-client basis.