Access Wealth Group offers investment management services based on clients' individual needs, including life cycle portfolios tailored to different age groups. They also provide financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. The firm's investment analysis methods include fundamental, technical, cyclical, and charting analysis.
Assets Under Management$20M
Clients219
Advisors2
Avg. per Client$89K
Avg. per Advisor$9.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.45% |
The annual fees are negotiable and are paid on a monthly basis. The majority of clients, we negotiate between a 1.0% and a 0.50% annual fee despite the fee schedule listed above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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