Access Financial Group is a registered investment advisor that provides continuous investment supervision and portfolio management services for individuals, trusts, estates, charitable organizations, and institutional clients such as cemetery and funeral home associations. Access Financial Group builds personalized investment strategies based on each client's individual goals, risk tolerance, and investment guidelines, operating primarily on a discretionary basis where the firm makes investment decisions on the client's behalf. In addition to individual advisory services, Access Financial Group handles specialized institutional asset management and recordkeeping. Clients must maintain their accounts with Access Financial Group's clearing firm and custodian, Raymond James & Associates.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual asset-based fees range from 0.40% to 2.00% depending on the anticipated work and services required. Fees are negotiable.