Frequently asked questions
Questions you may have about becoming a client of Accretive
We are a fee-only firm, meaning, our only compensation is from our clients. We do not receive any commissions and are not compensated for recommending any specific financial product or strategy.
Our current custody relationship is with Charles Schwab. We do not custody any client assets directly.
Our wealth management services is for households that have aggregate account values of $1 million or greater. Our minimum annual advisory fee for investment management services is $5,000 annually.
We meet with clients at least semi-annually, but client communications happen at least quarterly. Every client situation is unique, and as a result, many clients we speak with on a more frequent basis.
Since we are compensated by the assets-under-management of our firm, we do have a conflict of interest for managing more investment assets. We strive to minimize our conflicts by focusing on the client situation and where we believe we can add the most value.