Access Capital, LLC offers investment advisory services, including reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also provide financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization. Access Capital manages accounts on a discretionary and non-discretionary basis for individuals and high net worth individuals.
Assets Under Management$76M
Clients30
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$76M
Fee Structure
Planning is included in investment management (also available separately)
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% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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