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Contact Us

Interested in learning more about Accretive?

There’s no fee or commitment on your part for an initial consultation. It can be in-person, over the phone, or via web conference, whichever is most convenient for you.

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Contact Info

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1 Gatehall Dr., Suite 207
Parsippany, NJ 07054
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Phone: 973-970-2627
Fax machine number
Fax: 973-756-2288
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info@accretivewealthpartners.com
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Frequently asked questions

Questions you may have about becoming a client of Accretive

Q: How are you compensated?

We are a fee-only firm, meaning, our only compensation is from our clients. We do not receive any commissions and are not compensated for recommending any specific financial product or strategy.

Q: Where are client accounts held?

Our current custody relationship is with Charles Schwab. We do not custody any client assets directly.

Q: What is your minimum account size?

Our wealth management services is for households that have aggregate account values of $1 million or greater. Our minimum annual advisory fee for investment management services is $5,000 annually.

Q: How often do you meet with clients?

We meet with clients at least semi-annually, but client communications happen at least quarterly. Every client situation is unique, and as a result, many clients we speak with on a more frequent basis.

Q: Do you have any conflicts of interest?

Since we are compensated by the assets-under-management of our firm, we do have a conflict of interest for managing more investment assets. We strive to minimize our conflicts by focusing on the client situation and where we believe we can add the most value.