Accredited Wealth Management

Wealth Management Firm in Jefferson County, KY

Firm Info
Address: 6010 Brownsboro Park Blvd suite f, Louisville, KY 40207, USA
Phone: (502) 290-1905

Firm Size
Assets Under Management: $114.4 million
# of Advisors: 3
# of Clients: 369
Client to Advisor Ratio: 123:1
Average Account Size: $310,027
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Accredited Wealth Management LLC Overview

Accredited Wealth Management LLC is a fee-only registered investment advisory firm that provides investment advice exclusively to its clients. Headquartered in Louisville, Kentucky, the firm has been in business since 2022 and has earned a reputation for providing top-notch financial advice to its clients. As a registered Investment Advisory firm that offers investment advice only, the firm provides a variety of services to its clients, including financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. Their portfolio management services are tailored to suit their clients' specific investment goals and risk tolerance levels, providing custom-tailored investment solutions. Accredited Wealth Management LLC has a team of experienced financial professionals who are skilled in managing clients' investment portfolios effectively. Their fee-only fee arrangement guarantees that their clients receive unbiased investment advice without any conflicts of interest. They are dedicated to providing their clients with personalized investment solutions that help achieve their financial goals.

ACCREDITED WEALTH MANAGEMENT LLC is a premier financial advisory firm that caters to a range of clients with diverse needs and interests. The firm works with individuals seeking personalized financial advice and guidance, as well as high net worth individuals looking for comprehensive wealth management solutions. ACCREDITED WEALTH MANAGEMENT LLC also provides portfolio management and investment advisory services to charitable organizations, helping them meet their financial goals and maximize their impact in the community. When it comes to fees, ACCREDITED WEALTH MANAGEMENT LLC offers a variety of structures depending on the specific services provided. For clients seeking ongoing management of their assets, the firm charges a percentage of their assets under management (AUM), typically ranging from 0.5% to 2%. This fee covers investment management, financial planning, and other related services. For more specialized or one-time services, such as estate planning or tax consulting, the firm may charge a fixed fee or an hourly rate, depending on the scope and complexity of the work involved. Regardless of the fee structure, clients can expect transparency, professionalism, and a commitment to delivering value and results.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Accredited Wealth Management LLC does not mention an investment minimum.

How This Office Can Help Jefferson County, KY Residents

Accredited Wealth Management offers a range of financial services to assist clients in Jefferson County, KY. With a deep understanding of individual financial circumstances unique to Jefferson County clients, Accredited Wealth Management can help them make informed decisions about their money. Whether clients are looking to build wealth, protect their assets, plan for their retirements, or navigate life events like getting married or starting a family, the team at Accredited Wealth Management can tailor a plan that suits their specific needs. Jefferson County, KY residents may find themselves facing unique financial challenges due to the shifting economic landscape and the unique demographics of their community. The population in Jefferson County is quite diverse, ranging from students and young professionals, to retirees and seasoned business owners. Accredited Wealth Management's experienced team of financial professionals understands the diverse set of financial challenges that clients in Jefferson County may face. Whether it is managing student loan debt, planning for retirement, or helping to navigate changing healthcare needs, Accredited Wealth Management is dedicated to providing financial advice and support to help individuals in Jefferson County achieve their financial goals and protect their assets for the future.


Services Offered by Accredited Wealth Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Accredited Wealth Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6010 Brownsboro Park Blvd suite f, Louisville, KY 40207, USA
Phone (502) 290-1905
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Accredited Wealth Management LLC is registered to service clients in the following states:

  • Florida
  • Indiana
  • Kentucky

Disciplinary History

Accredited Wealth Management LLC does not have any disclosures. Please visit it's Form ADV for more details.