Access Fiduciary Services (AFS) focuses on providing fiduciary services to Pooled Employer Plans (PEPs). AFS selects investments for PEPs and monitors their performance. AFS's affiliate, Access Plans LLC, sponsors the PEPs. AFS does not manage individual accounts or advise plan participants on self-directed brokerage accounts. AFS provides general education to PEP participants but does not offer individualized investment advice.
Assets Under Management$73M
Clients2
Advisors1
Avg. per Client$37M
Avg. per Advisor$73M
Fee Structure
Investment management only (planning not offered)
AFS does not directly manage investments for individual participants. AFS selects the investment options available within the Pooled Employer Plans (PEPs). The fees are paid by the participating employers, not the individual participants.
Loading...