Wealth Accel provides wealth management services that combine investment management and financial planning. Investment management involves creating and overseeing investment portfolios based on your risk tolerance, liquidity needs, and financial goals. Financial planning covers cash flow, retirement, investments, taxes, education funding, insurance, and estate planning. Wealth Accel partners with Wealth, Inc. for estate planning document preparation. Wealth Accel requires a minimum of $1,000,000 of investable assets.
Assets Under Management$64M
Clients63
Advisors1
Avg. per Client$1M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.25% |
Fees are negotiable. For comprehensive or ongoing advisory services, Wealth Accel charges a fixed monthly fee ranging from $500 to $3,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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