Financial Services

Financial Services

Learn about the financial services our expert staff of professionals can offer to you.

financial planning icon

Financial Plans, Investment Planning, Insurance Planning,
Tax Planning, Customized Reporting, On-Going Review & Alignment

investment advisory icon

Client Analysis, Portfolio Creation, Investment Management, Tax Planning, Customized Reporting, On-Going Review & Alignment

retirement planning icon

Time Horizons, Expense Estimation, After-Tax Returns, Risk Tolerance, 401(K), IRA, Pension, Annuity, Social Security, Estate & Charitable Planning

Financial Services Costs

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Financial Planning – Financial Plans, Investment Planning, Insurance Planning, Tax Planning, Customized Reporting, On-Going Review, and Alignment.

Average Cost: $225/hr

*Average rate shown above. Cost may vary based on the consultant you are working with (sophistication & area of expertise)

Retirement Planning – Time Horizons, Expense Estimation, After-Tax Returns, Risk Tolerance, 401(K), IRA, Pension, Annuity, Social Security, Estate, and Charitable Planning.

Average Cost: $225/hr

*Average rate shown above. Cost may vary based on the consultant you are working with (sophistication & area of expertise)

Investment Advisory – Client Analysis, Portfolio Creation, Investment Management, Tax Planning, Customized Reporting, On-Going Review, and Alignment.

Assets Under Management

Yearly % Rate

150 basis points (1.50%)

125 basis points (1.25%)

100 basis points (1.00%)

75 basis points (0.75%)

Call or Message

*Investment advisory example: A client with AUM (assets under management) of $1M pays $10K per year. This fee is charged in advance, on a quarterly basis, at $2.5K (($1M x 1%)/4).
*Please note: Advertised rates may require managed accounts.

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA. Axxcess offers advisory services independent of Arete. Neither firm is affiliated.

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA. Axxcess offers advisory services independent of Arete. Neither firm is affiliated.