Accelerated Wealth Advisors provides investment consulting and financial planning services. Services include policy review, strategy design, implementation, monitoring, and tactical recommendations. Financial planning covers asset allocation, cash flow analysis, college planning, estate planning, investment planning, retirement planning, and risk management. Accelerated Wealth Advisors also offers consultations for specific financial planning issues. They may use sub-advisors for portfolio management.
Fee Structure
Accelerated Wealth Advisors charges a fee based on the value of your portfolio. The total annual fee will not exceed 2.0% and is a combination of fees paid to the Investment Advisor and the Investment Advisor Representative. This fee covers ongoing management of your investments. The fee is deducted from your account quarterly.