Assets Under Management
$73.1M
Number of Clients
2
Number of Advisors
1
Average Client AUM
$36.5M
AUM per Advisor
$73.1M
Compensation
N/A
Access Fiduciary Services LLC (AFS) is a registered investment advisory firm that provides services to Pooled Employer Plans (PEPs). AFS offers portfolio selection services, fiduciary monitoring, and participant education. AFS is paid a percentage of the subscription fee that clients pay to ARS. AFS does not manage assets held in individual accounts and does not provide individualized investment advice to PEP participants.
DE, United States