Accumulation Strategies offers investment management, comprehensive and limited financial plans, ongoing retainer services, and consultation services. Investment management is tailored to client needs, allocating assets among equities and mutual funds. Financial plans cover net worth, debt management, retirement, risk management, and more. The firm focuses on preserving capital and managing risk.
Assets Under Management$26M
Clients32
Advisors1
Avg. per Client$800K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may be negotiable at the Adviser's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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