Accumulation Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,569,000
Clients
33
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
TypicalAverage account size
$896,030
About
Accumulation Strategies works with individual clients, including high‑net‑worth households, offering discretionary investment management alongside comprehensive and limited written financial plans, ongoing retainer services, and hourly consultations. As of the most recent filing the firm manages roughly $29.6 million for about 33 clients and constructs portfolios using individual stocks, bonds, mutual funds, ETFs and annuity subdivisions.
The firm emphasizes capital preservation and risk management, using client‑specific financial plans to set target returns and portfolio risk tolerances and then allocating among Conservative/Income, Moderate Growth, Aggressive Growth and sector‑oriented approaches. Management is discretionary and described as more active than a pure buy‑and‑hold strategy, with continuous monitoring and periodic rebalancing to maintain prescribed weights.
Noteworthy features include a stated $250,000 advisory account minimum (subject to waiver) and a mixed service model that pairs AUM‑based portfolio management with fixed‑fee planning (including plans up to $12,000) and renewable retainer arrangements. The firm requires clients to establish accounts with custodians it recommends (citing relationships that may provide research or services), does not receive commissions on managed assets, and discloses procedures for direct fee debits and potential conflicts related to brokerage selection; the principal also holds CFP certification and decades of industry experience.
Client services
Financial planning
Portfolio management
Expertise
Debt management
Cash flow / budgeting
Income planning
College savings (529s, UTMA, etc.)
Fee options
Financial planning fees range from $250 to $12,000; On-going retainer services minimum $500 per year, max generally $2,500 per year, negotiable
$0 - $250,000: 1.50% $250,001 - $500,000: 1.40% $500,001 - $750,000: 1.30% $750,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.20% $2,000,001 - $5,000,000: 1.10% $5,000,001 - $7,500,000: 0.90% $7,500,001 - $10,000,000: 0.85% $10,000,001+: 0.75%
$250 to $300 per hour, negotiable
Account minimum: $250,000
Main office location
Accumulation Strategies
6355 Topanga Canyon Blvd, Suite 525
Woodland Hills CA 91367, United States
Number of offices
2
Most active in
Accumulation Strategies has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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