Ximena Chastain is a CFP-designated registered investment advisor at Abacus Planning Group, INC., based in Columbia, SC, with 21 years of industry experience. Ximena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 328 clients with $2.2B 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Schedule reflects the 'Investment Only' tier. Combined Investment Advisory and Financial Planning ranges from 0.60% to 1.00% for the first $2M. An additional 0.10% fee applies if assets are custodied outside of Charles Schwab. Fees are negotiable.
Fee Estimator
Contact
Ximena Chastain
Location
2500 Devine Street, Columbia, SC, 29205-2400
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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 →Employment History
Current Registrations
Abacus Planning Group, 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.
Exams
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