Accretive Wealth Partners
computer Visit Site phone 973-970-2627 account_balance $118.6 million
July 4th, 2020
Accretive Wealth Partners, registered in 2019, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 3 advisors. Accretive Wealth Partners manages $118.6 million and provides investment advisory services for 74 clients (1:25 advisor/client ratio).
Firm Information
As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Accretive Wealth Partners can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
| Summary | Firm |
| Overall Rating | |
| Advisors Directory | View Directory |
| Avg Advisor Years Registered | 12 |
| Minimum Investment | $300,000 |
| Average Client Balance | $1,602,043 |
| Total AUM | $118.6 million |
| Advisor / Client Ratio | 1:25 |
| Languages Offered | English |
| Specialities | Retirement Planning, Investment Planning and Management, Charitable Giving, Established Professionals |
| Website | Visit Site |
| Phone Number | 973-970-2627 |
| Headquarters | Jersey City, NJ |
| SEC Filings | View SEC IAPD CRD #299544 |
Disciplinary History
An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.
As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Accretive Wealth Partners:
Cost
Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.
Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown. Reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation") is another option, albeit more time-intensive and nuanced (trust us, we have read thousands).
AUM fees range from 0.3%-0.9% depending on managed account balance. Please contact us for more details.
Investment Philosophy
We believe that good investing is done with a long term objective and a low-cost focus. Having a consistent philosophy, a thoughtful process, and discipline, are the keys to having good results over the long term. There will be good times and bad, but whether one is buying stocks, bonds, ETFs, or mutual funds, what matters most is a strategy you can stick with.
Financial Professionals
FAQs
Where is Accretive Wealth Partners headquartered? Which states do its financial advisors serve?
Accretive Wealth Partners is headquartered in Jersey City, NJ. Accretive Wealth Partners offers financial advisor services in 6 states: California, Florida, Louisiana, New Jersey, New York, Texas.
What is the average client balance at Accretive Wealth Partners?
While Accretive Wealth Partners advises clients across a variety of portfolio sizes, the average client balance is currently $1,602,043. In total, Accretive Wealth Partners manages $118,551,184 in assets.
What is the historical performance of Accretive Wealth Partners?
Fun Fact: No regulator currently tracks portfolio performance metrics for the financial planning industry. Remember, the financial plan your financial advisor creates with you will always be unique to your personal financial situation. That's the value of working with a financial advisor.
Can I write a review of Accretive Wealth Partners or file a complaint?
investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.
This automated report was generated using SEC and FINRA data and was last updated on July 4th, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.
*SEC data last verified 07/04/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.
