Mauro Ferman is a registered investment advisor at Abacus Capital Advisors, based in Plantation, FL, with 5 years of industry experience. Mauro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abacus Capital Advisors offers two investment strategies with different fee structures:
Abacus Core Portfolio (Bonds/Stocks):
- For accounts held at Interactive Brokers, the annual fee is:
- 1.25% for balances between $400,000 and $1,000,000
- 1.00% for balances between $1,000,001 and $3,000,000
- 0.85% for balances between $3,000,001 and $7,000,000
- 0.60% for balances over $7,000,001
- For accounts held at other platforms, the annual fee is:
- 1.00% for balances between $3,000,000 and $7,000,000
- 0.75% for balances over $7,000,001
Abacus Alpha Portfolio (100% Equity):
- 1% annual fee on the value of your portfolio
- Plus, a 20% performance fee on any returns that exceed a benchmark, calculated daily and paid quarterly. This performance fee applies even if the portfolio loses money, as long as it outperforms the benchmark.
Location
8181 West Broward Blvd, Suite 258, Plantation, FL, 33324
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abacus Capital Advisors
State Registrations1 state
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