Access Wealth offers two primary services: financial planning and investment management. We charge a flat fee for financial planning and a percentage of assets for investment management.
Financial planning typically involves a one-time fee of $3,000 to $5,000 and includes follow-up support. Investment management is generally around 1% annually, billed quarterly and deducted directly from your account (so you never have to write a check). In year 2 and beyond, investment management clients typically receive complimentary financial plan updates.
