Accretive Wealth Partners, LLC
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Overview
Accretive Wealth Partners, LLC operates as an advisory firm headquartered in Parsippany, New Jersey. Accretive Wealth Partners, LLC oversees $262.8 million in total assets across 501 customer accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). It has a small team, including 3 financial advisors. Accretive Wealth Partners, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like bonds, options and equities.
Accretive Wealth Partners, LLC oversees most of the company's client assets on a discretionary basis. Discretionary management signifies that transaction decisions are made by an investment advisor without needing the client's approval. The firm also has 60 non-discretionary accounts with a total of $16.8 million in assets. The investment advisory firm's typical account size is $524,627. The typical advisor at Accretive Wealth Partners, LLC oversees about 167 client accounts.
The firm's main office is located at 1 Gatehall Drive, Parsippany, New Jersey 7054. It is legally permitted to serve customers throughout a number of states, including California, Florida, Louisiana, Maryland, New Jersey, New York, Pennsylvania, South Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Accretive Wealth Partners, LLC by the Numbers
$262.8 million
3
501
$524.6 thousand
Products and Services
Accretive Wealth Partners, LLC offers multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the last financial year, it provided 26-50 of its customers with financial planning services. It is not involved in selling products or offering services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely depend on the type of financial services provided. Fees charged by the company can be comprised of any combination of the following fee types: asset-based, hourly or fixed. Accretive Wealth Partners, LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It caters to retail investors and high net worth investors. Out of its 501 clients, Accretive Wealth Partners, LLC's biggest client type is high net worth investors, but it also caters to 87 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 58%
- Other Individuals - 42%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Accretive Wealth Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Accretive Wealth Partners, LLC
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
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