Lindsey Rafkind is a CFP-designated registered investment advisor at Abacus Wealth Partners, based in Santa Fe, NM, with 12 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 9 more. Their firm serves 1,574 clients with $3.6B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Private, illiquid investments are charged up to 2%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Santa Fe, NM
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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 Wealth Partners
Previous Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Thornburg Investment Management INC
Thornburg Securities CorporationBroker
State Registrations2 states
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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