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They include 320 individual clients, 176 high-net-worth individuals and 27 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Accredited Investor Services offer?","answer":"Accredited Investor Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Accredited Investor Services charge?","answer":"Accredited Investor Services charges up to 1.00% a year for its Ongoing investment management. The fee is billed in arrears, is negotiable and has a $2,500 annual minimum.","source":"AIS PLANNING ADV BROCHURE, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Accredited Investor Services use?","answer":"Accredited Investor Services’ separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $558M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Accredited Investor Services have?","answer":"Accredited Investor Services has 9 investment adviser representatives registered with state securities authorities, out of 13 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Accredited Investor Services invest in?","answer":"At the end of its last fiscal year, Accredited Investor Services’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 8% cash and equivalents, 2% state and local bonds, 1% non-exchange-traded equities and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Accredited Investor Services?","answer":"Accredited Investor Services’ direct owners are Cathy Juilfs, Jason Hallonquist, Nathan Goebel and Sarah Noble, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Accredited Investor Services get paid?","answer":"Accredited Investor Services is paid through a percentage of assets under management, hourly charges and fixed fees. 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