Access Financial Group, INC.
Assets Under Management
$272.3M
Number of Clients
279
Number of Advisors
2
Average Client AUM
$976K
AUM per Advisor
$136.2M
Compensation
Fee-Only (AUM)
About This Firm
Access Financial Group, Inc. (AFG) offers investment supervisory services to individuals, trusts, estates, and charitable organizations. They also provide investment advisory services to businesses, primarily managing assets for cemeteries, funeral homes, and related associations. AFG makes investment decisions based on the client's risk profile and investment guidelines.
Fee Structure
AFG charges asset-based fees for investment advisory services. These fees will not exceed between 0.40% and 2.00% of the portfolio value. The specific fee is agreed upon in writing with the client and depends on the anticipated work/service provided. Fees are billed quarterly in arrears. There is no stated minimum annual fee or minimum investment amount.
Areas of Practice
Location
118 N. Clinton Street, Suite 450, Chicago, IL, 60661