James Slater is a registered investment advisor at Abbit Management CORP, based in Grand Haven, MI, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 338 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abbit Management Corp. is compensated via a negotiated percentage of the client's assets under management. This fee is calculated and charged quarterly, based on the portfolio's market value on the last trading day of the billing period. The fee will typically not exceed 1.5% annually. The fee may increase or decrease based upon the account and the level of service rendered. All fees will be agreed upon in advance in the written client agreement.
Location
16986 Robbins Rd, Suite 100, Grand Haven, MI, 49417
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Abbit Management CORP
Previous Registrations
PNC Capital Advisors LLC
PNC Investments
Natcity Investments, INC.
J. P. Morgan Securities INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.