Accel Wealth Management Llc
Waverly, Iowa
5.0
15 Reviews
ACCEL WEALTH MANAGEMENT LLC, based in Waverly, IA, is a reputable investment advisory firm catering to a diverse clientele. With over 1,220 individual clients and an impressive $823,285,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from three offices, ACCEL Wealth Management provides a range of comprehensive financial services, serving as registered representatives of a broker-dealer and insurance broker or agent.
Renowned for their expertise in employer 401Ks and individual investments, ACCEL Wealth Management LLC has extensive experience in this specialized...
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Assets Under Mgmt
$823.28M
Investment Professionals
12
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
Articles
Articles
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