Accredited Wealth Management LLC

Accredited Wealth Management, LLC is a financial advisory firm located in Louisville, KY, specializing in comprehensive portfolio management and financial planning services. Established in 2014, the firm is owned by Steve Giacobbe and Shawn Clark. They offer services such as asset management, financial planning, retirement planning, estate planning, tax planning, and more. The firm charges fees based on a percentage of assets under management, with rates ranging from 0.40% to 0.95% depending on the account size. Clients have the option to provide investment discretion to the firm, allowing them to manage the portfolio on their behalf. The firm does not have custody of client funds or securities and does not engage in directed brokerage. They utilize ProxyEdge for proxy voting and do not have any disciplinary events to disclose. Clients can request a copy of the firm's Code of Ethics and proxy voting policies. The firm does not have financial information available in the brochure as they do not require prepayment of fees exceeding $1,200 or take custody of client funds. For more information, clients can contact Shawn Clark, the Chief Compliance Officer, at (502) 290-1907.