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Accel Wealth Management

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Total assets under management

$973,955,257

Total clients

1,218

10% high-net worth

Total advisors

10

of 20 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

122

Average account size

$799,635

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Pension consulting flat fees generally range from $750 to $10,000; Minimum financial plan fee $500

Percentage

$0 - $25,000: $45 annual minimum fee per qualifying account $25,000+: Up to 2.25% annually on assets under management

Commissions

Some IARs are registered representatives and receive commissions and trail fees from securities and insurance sales, representing a conflict of interest

Project-based

Financial planning and consulting services charged at $150 - $250 per hour; Pension consulting at $150 per hour

Other

Account minimum: $25,000 for individual accounts to avoid the $45 annual fee; $250,000 total household billable assets threshold for waiver considerations; $250,000 to $500,000 minimums for certain sub-advisory relationships with minimum fees Minimum fee: $45 annual fee for individual accounts under $25,000 and total household billable assets under $250,000 Fee-only: Investment management fees up to 2.25% AUM; Financial planning $150-$250 per hour; Pension consulting hourly $150 or flat fees $750-$10,000 or up to 1.5% of plan assets

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Accel Wealth Management

301 Oak Ridge Circle

Waverly IA 50677, United States

Number of offices

3

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