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Accretive Wealth Partners Review

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computer Visit Site phone 973-970-2627 account_balance $118.6 million

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.

Disclosure Firm
12B-1 Fees No
Attorney Conflict No
Broker-Dealer Conflict No
Performance-Based Fees No
Commissions Conflict No
Insurance Agent Conflict - Affiliation No
Insurance Agent Conflict - Firm No
Non-Secure Website No
Private Investment Management No
Proprietary Products No
Side-by-Side Management No
Soft-dollar Arrangements No
Trades Recommended Securities Yes

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.



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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.


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