Access Investment Management offers personalized investment advisory services, including goal-based financial planning, retirement planning, and both discretionary and non-discretionary portfolio management for individuals, families, and businesses. The firm also serves as the investment manager for an affiliated real estate fund, Access Real Estate Fund I. Advisory advice is tailored to each client's specific financial situation, investment objectives, risk tolerance, and time horizon. Access Investment Management operates with a focus on fundamental analysis, building diversified portfolios using exchange-traded funds, mutual funds, fixed-income securities, individual securities, and pooled investment vehicles. The firm is wholly owned and managed by Dionysios Kaskarelis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio management fees are up to 1.00% of assets under management and are negotiable based on the scope and complexity of services.