Access Wealth Management (AWM) offers financial planning, portfolio management, and related services, primarily to high net worth individuals. AWM develops a financial outline and investment plan based on your goals and risk tolerance. AWM manages investment portfolios on a discretionary or non-discretionary basis. AWM may recommend separate account managers. AWM also offers non-discretionary consulting advice regarding private fund investments and individual 401(k) accounts.
Fee Structure
Access Wealth Management (AWM) charges an annual fee based on the value of your investment accounts. These fees are individually negotiated and generally range from 1.0% to 1.5%, depending on your specific needs. Private Wealth Management clients may also be subject to a fixed quarterly fee when a significant portion of the plan is focused on assets outside of AWM's management.