Jacklyn Mason is a CFP-designated registered investment advisor at Abacus Planning Group, INC., based in Columbia, SC, with 14 years of industry experience. Jacklyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 306 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abacus Planning Group charges a percentage of your portfolio's value annually for investment management services. The specific rate depends on the size and complexity of your account.
For investment advisory and financial planning services, the fees are:
- First $2,000,000: 0.60% to 1.00% per year
- $2,000,000 to $10,000,000: 0.50% per year
- Over $10,000,000: 0.25% per year
For investment-only services, the fees are:
- First $2,000,000: 1.00% per year
- $2,000,000 to $10,000,000: 0.50% per year
- Over $10,000,000: 0.25% per year
For ERISA-qualified plan-only services, the fees are:
- First $2,000,000: 0.60% per year
- $2,000,000 to $10,000,000: 0.50% per year
- $10,000,000 to $20,000,000: 0.30% per year
- Over $20,000,000: 0.20% per year
If you choose to keep your investments at a custodian other than Schwab, you'll be charged an additional 0.10% per year. The minimum annual fee for investment advisory and financial planning is $18,000.
Location
2500 Devine Street, Columbia, SC, 29205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abacus Planning Group, INC.
State Registrations1 state
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