Access Capital is a registered investment advisor based in Wichita, Kansas, founded by Sean Spencer. The firm provides discretionary and non-discretionary investment advisory services tailored to individual needs and objectives, including asset allocation, portfolio management, and financial planning consulting. Access Capital also manages held-away assets, such as retirement plan accounts, using a third-party platform. Services are designed for individuals and high net worth individuals seeking personalized wealth management and retirement strategies.
Assets Under Management$9.9M
Clients4
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Access Capital has sole discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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