PROVIDE YOUR EMPLOYEES WITH TRUE CONFLICT FREE INVESTMENTS AND ADVICE
AXXCESS-LINK is a retirement recordkeeping system that charges no asset based fees for record keeper services. Instead, participants pay one flat fee regardless of their account size in the plan.
AXXCESS-LINK is open architecture with no proprietary investments and a choice of underlying custodians such as TD Ameritrade, Charles Schwab, and Pershing. The platform is built on leading edge technology with superior user experience for both plan sponsor, and participant.
AXXCESS-LINK avoids the inequitable allocation of recordkeeping fees found in basis point pricing—where the record keeping fees grow as the plan assets grow and those with larger account balances pay more than their fair share.
With AXXCESS-LINK you finally have a scalable investment and recordkeeping platform, free from broker fees and commissions. Have us review your clients 408b(2) statement today!
Our platform provides investment operations and portfolio management solutions, custom reporting, billing, client portal, and CRM integration. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers.
We excel in meeting the needs of anyone serving high net worth clients.
Corporate Retirement Plans
Axxcess specializes in the Design/Installation/Management of Corporate Retirement Plans:
Defined Benefit/Cash Balance
Non-Qualified plans for Executives
A fiduciary stands in a special relationship of trust, confidence, and/or legal responsibility. All defined contribution plan sponsors have specific fiduciary responsibilities as defined by ERISA.
Investment Diligence and Outsourcing
Axxcess Wealth delivers fiduciary quality investment sourcing, asset allocation, portfolio construction, and performance reporting services – customized for each plan.
Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.
Axxcess offers advisory services independent of Arete. Neither firm is affiliated.
Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline, Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.