AxxcessLINK

Retirement Solutions
AxxcessLINK is a 401(k) platform that helps a business owner manage plan costs, and provide employees with true conflict free investments and advice.

PROVIDE YOUR EMPLOYEES WITH TRUE CONFLICT FREE INVESTMENTS AND ADVICE

AxxcessLINK 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.

AxxcessLINK 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.

AxxcessLINK 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 AxxcessLINK you finally have a scalable investment and recordkeeping platform, free from broker fees and commissions. Have us review your clients 408b(2) statement today!

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Trustee Directed Pooled Accounts
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Segregated Multi Participant Plans
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UMA services to Retirement accounts integrate SMA managed strategies in a single account
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, and management of Corporate Retirement Plans:

  • 401(k)
  • Profit Sharing
  • Defined Benefit/Cash Balance
  • Non-Qualified plans for Executives

FIDUCIARY SERVICES

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.

Move your business upstream one client at a time.

AxxcessLINK creates a corporate retirement platform that allows participants to invest their retirement assets the same way they do their non qualified assets. Migrating a plan from a high cost, closed insurance platform to an open architecture custodian gives you a conflict free platform to deliver fiduciary advice. Deliver UMA services to your self directed participants and ERISA accounts.

CONTACT US
Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
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DISCLOSURES

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.