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Accretive Wealth Partners Review

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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).



Disciplinary Questions


After checking the disciplinary records of Accretive Wealth Partners, our system found no disciplinary questions to ask. Checks take place monthly.


Conflict Questions


After checking the regulatory records of Accretive Wealth Partners, our system has identified the following question(s) to ask. Learn more.

announcement Which securities do you trade for yourself that you will also be recommending to me?

Why ask? This firm has marked in their disclosures that they trade recommended securities. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you.

Our system found no other conflict questions to ask. Checks take place monthly.



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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
Minimum Investment $300,000
Average Client Balance $1,602,043
Total AUM $118.6 million
Fee Range AUM fees range from 0.3%-0.9% depending on managed account balance. Please contact us for more details.
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
Facebook Facebook page unknown
Twitter AccretiveWP
LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #299544

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.




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 and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").


View Fee Disclosures




FAQs





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This automated report was generated using SEC and FINRA data and was last updated on September 4th, 2020*. For data support, email "support@investor.com". Views: 244 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.


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