About ACCESS CAPITAL MANAGEMENT, LLC
ACCESS CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that provides comprehensive wealth management services for individuals and businesses. With years of experience and a team of highly qualified advisors, ACCESS CAPITAL MANAGEMENT, LLC strives to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- ACCESS CAPITAL MANAGEMENT, LLC offers personalized financial planning for each client’s unique needs and goals.
- The firm helps clients build and manage a diversified investment portfolio for long-term growth.
- ACCESS CAPITAL MANAGEMENT, LLC provides ongoing support and guidance to help clients make informed financial decisions.
Facts and Insights
Founded in 2005, ACCESS CAPITAL MANAGEMENT, LLC has become a trusted partner for individuals and businesses looking to navigate the complex world of finance. With a focus on delivering top-tier financial guidance and services, the firm has earned a reputation for excellence and reliability.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 10 |
| 2019 | $400 million | 8 |
| 2018 | $350 million | 5 |
Financial Services Offered
ACCESS CAPITAL MANAGEMENT, LLC offers a wide range of financial services, including:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning and preparation
- Business succession planning
Client Types
ACCESS CAPITAL MANAGEMENT, LLC caters to a diverse client base, including:
- High-net-worth individuals
- Families
- Small business owners
- Executives
Fees & Compensation
ACCESS CAPITAL MANAGEMENT, LLC is a fee-based firm, meaning they charge a percentage of a client’s assets under management as their fee. This incentivizes the firm to grow clients’ assets and provides a transparent and fair compensation model.
Background
The team at ACCESS CAPITAL MANAGEMENT, LLC is comprised of highly educated and experienced financial advisors who are dedicated to providing top-quality services to their clients. The firm’s advisors hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, ACCESS CAPITAL MANAGEMENT, LLC is required to disclose any pertinent information to its clients. This includes disclosing any conflicts of interest, fees, and any disciplinary actions taken against the firm or its advisors. Clients can access these disclosures through the firm’s Form ADV, which is available on the SEC’s website.