RA
RA
Robert Abbott
20 Years of Experience
Cassel, CA
1 Disclosure
Robert Abbott is a registered investment advisor at Abbott Capital Management CORP., based in Cassel, CA, with 20 years of industry experience. Robert 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 124 clients with $42M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
124 clients
Average Client Portfolio
$339K average
Assets Under Management
$42.1M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K+ | 1.00% |
Fees may be negotiable under certain circumstances, such as for retired clients with more fixed income holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Cassel, CA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2005Settled
Employment History
Current Registrations
Abbott Capital Management CORP.
August 2005 - Present · 20 yrs 9 mos
State Registrations3 states
AZCATX
Advisor
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.
Exams
No exam information available for this advisor.