Accretive Wealth Partners Review
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January 4th, 2021
Accretive Wealth Partners, registered in 2019, serves 7 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
| 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 |
| Locations | See locations |
| AccretiveWP | |
| 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 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.
Which securities does Accretive Wealth Partners trade for itself that it will also be recommending to me?
Accretive Wealth Partners 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.
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").
FAQs
What services can Accretive Wealth Partners provide?
As a financial advisory firm, Accretive Wealth Partners can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).
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.
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 7 states: California, Florida, Louisiana, New Jersey, New York, Pennsylvania, 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?
The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client's personal financial situation.
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.
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This automated report was generated using SEC and FINRA data and was last updated on January 4th, 2021*. For data support, email "support@investor.com". Views: 421 (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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