Rita Abel
Rita Abel is a CFP, PFS-designated registered investment advisor at Abel Financial Management CO., based in Eldersburg, MD, with 18 years of industry experience. Rita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 84 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Minimum fee of $2,500 for clients with less than $200,000 under management. Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
Eldersburg, MD
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rita is a trustee for a client's insurance trust and operates Abel Financial Management Co., a registered investment advisor. She also owns Rita Abel, CPA, P.A., a public accounting firm, and sells Care First BC/BS fixed insurance.
Employment History
Current Registrations
Abel Financial Management CO.
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.