ACCESS Wealth Management is an investment advisory firm based in Louisville, Kentucky, managing hundreds of millions in client assets. The firm primarily serves high-net-worth individuals and families, offering two core service levels: a portfolio management program and a private wealth management program. Services include personalized asset allocation, ongoing portfolio management, financial planning, insurance consulting, and assistance with private banking. ACCESS Wealth Management also offers specialized strategies such as an option-based hedged equity strategy and non-discretionary consulting for private funds and retirement accounts. The firm generally requires a minimum portfolio value of $1,000,000.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are individually negotiated and generally range from 1.0% to 1.5% annually. An additional 0.50% applies to assets in the Hedged Equity Strategy, and up to 0.50% applies to non-discretionary consulting on private funds and retirement accounts.