An image of a man walking holding their briefcase.

Contact Us

Interested in learning more about Accretive?

There’s no fee or commitment on your part for an initial consultation. It can be in-person, over the phone, or via web conference, whichever is most convenient for you.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form. Please check the form errors and try your submission again.

Contact Info

An image of a person using a calculator.

Frequently asked questions

Questions you may have about becoming a client of Accretive

Q: How are you compensated?

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.

Q: Where are client accounts held?

Our current custody relationship is with Charles Schwab. We do not custody any client assets directly.

Q: What is your minimum account size?

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.

Q: How often do you meet with clients?

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.

Q: Do you have any conflicts of interest?

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.