Access Wealth Management, Inc.

Access Wealth Management, Inc. is an investment advisory firm based in Louisville, Kentucky, established in 2015. The firm specializes in providing financial planning, portfolio management, and ancillary services primarily to high net worth individuals. The firm offers two main service tiers: the AWM Portfolio Management Program and the AWM Private Wealth Management Program. Clients can choose to have their investment portfolios managed on a discretionary or non-discretionary basis. The firm also offers consulting advice for private fund investments and individual 401(k) accounts. The minimum portfolio value for the services provided by Access Wealth Management, Inc. is generally set at $1,000,000, with exceptions made at the firm's discretion. Fees for portfolio management services range from 1.0% to 1.5% annually, with additional fixed fees for Private Wealth Management clients with significant assets outside the firm's management. The firm may also charge fees for non-discretionary consulting advice, private fund investments, and the Hedged Equity Strategy. The firm's investment strategies include long-term purchases, short-term purchases, trading, margin transactions, options trading/writing, and the Hedged Equity Strategy. Access Wealth Management, Inc. emphasizes personalized financial planning based on clients' financial circumstances, goals, and risk tolerance levels. The firm's advisors act as fiduciaries when providing individual retirement advice, ensuring they act in the best interests of clients.