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Client Alignment Program

Sharing our scale as we grow

Introducing the Client Alignment Program (CAP) TM

We set out to build a different type of wealth management firm. In our opinion, one of the most critical ways we differentiate ourselves is through our business practices. An example of this would be our Client Alignment Program™ (CAP). 

One of the most common practices in the investment advisory industry is to be compensated based on a percentage of the firm's assets under management. You may hear the phrase, “When you do better, we do better.” While we agree with this statement, we want to be even more aligned with our clients.

We created the CAP program to share our economies of scale with clients of Accretive. Since 2020, we have passed along a percentage of the economies of scale we have realized to our clients through a voluntary fee waiver. Put simply, as Accretive grows and becomes more successful as a firm, we would like our clients to benefit by getting a better deal.

CAP is a voluntary fee waiver arrangement that is renewed annually. While we intend to continue renewing the program, we reserve the right to alter or suspend it in the future. The program is currently in effect through March 31, 2024. 

Based on the most recent quarter, our billable assets under management resulted in a voluntary 10% reduction in all clients’ advisory fees.

The chart below highlights the current CAP schedule:

Discretionary Assets Under Management

Voluntary Fee Waiver

2.5% Waiver
5.0% Waiver
7.5% Waiver
10.0% Waiver
15.0% Waiver
20.0% Waiver
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Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. This comes through in our consultative approach in working with clients and understanding what’s important to them. Get in touch with us today to learn more.