Accelerated Wealth Advisors LLC
Assets Under Management
$186.3M
Number of Clients
523
Number of Advisors
4
Average Client AUM
$356K
AUM per Advisor
$46.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Accelerated Wealth Advisors, LLC offers customized investment consulting services. They develop investment policies, create strategic asset allocations, and monitor compliance. They also provide financial planning services, including full and modular written plans, and consultations. The firm manages portfolios on both a discretionary and non-discretionary basis, and offers access to alternative investments through Delaware Statutory Trusts.
Fee Structure
The firm charges an annual investment advisory fee that will not exceed 2.0% of assets under management or advisement. This fee is exclusive of brokerage commissions and other related costs. Fees are deducted quarterly in arrears from client accounts. Financial planning services are offered at an hourly rate of $250-$500 or a fixed fee ranging from $500 to $7,000. Sub-Advisor fees range between 0.0% and 0.6% annually, and the total blended fee, including AWA’s fee and the Sub-Advisory fee, will never exceed 2.6% annually.
Areas of Practice
Location
13570 Meadowgrass Dr., Ste. 100, Colorado Springs, CO, 80921