Access Capital Fees & Minimum

Overview

Headquarters: Wichita, KS
Total Firm Assets: $10 million
Average High-Net-Worth Client Portfolio Size: $2.4 million

Fee Disclosure

Source: AC ADV PART 2A (2026-08-28) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$1,000,000	1.10%
$1,000,001	$4,000,000	1.00%
$4,000,001	and above	0.90%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,750	1.18%
$5 million	$50,750	1.02%
$10 million	$95,750	0.96%
$50 million	$455,750	0.91%
$100 million	$905,750	0.91%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 74.14%
Number of High-Net-Worth Clients: 3
Total Client Accounts: 7
Discretionary Accounts: 7

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 327013

AC ADV PART 2A (2026-08-28) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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