Accelerate Investment Advisors provides retirement plan consulting, investment advice, and financial wellness services to individuals, high-net-worth individuals, trusts, corporations, and other business entities. Accelerate offers both discretionary and non-discretionary investment management services. They construct portfolios using mutual funds, collective investment trusts, exchange-traded funds, and individual securities. Accelerate also offers financial planning services covering investment planning, life insurance reviews, tax planning, retirement planning, college planning, and debt planning.
Fee Structure
Accelerate Investment Advisors manages investment portfolios for clients, charging a fee based on the value of the assets in the account. The maximum annual fee is 1.50%, but fees are negotiated on a per-client basis. There is a minimum account balance of $25,000, though exceptions may apply to employees and relatives of Accelerate or existing clients. Fees are collected quarterly in arrears and are automatically deducted from the client's account.