Nancy Aber is a CFA-designated registered investment advisor at Aber Investments, based in Boca Raton, FL, with 19 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $29M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Rates are negotiable. A separate fee structure is available for fixed income only portfolios. A minimum annual fee of $2,000 is imposed if the portfolio falls below the value of $200,000 at June 30th or December 31st.
Fee Estimator
Location
Boca Raton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aber Investments
State Registrations2 states
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