Accretive Wealth Management provides investment management services, creating portfolios based on clients' goals, risk tolerance, and time horizon. They also offer financial planning covering investments, insurance, taxes, retirement, education, and debt. AWM primarily advises on private placements, but also uses mutual funds, stocks, bonds, ETFs, and other securities. They may direct clients to third-party money managers.
Assets Under Management$270M
Clients548
Advisors2
Avg. per Client$490K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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