Adam Klein is a registered investment advisor at Abk Management LLC, based in Encino, CA, with 10 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ABK Management charges a management fee ranging from 1.0% to 1.5% of your portfolio annually, billed quarterly. They may also charge a performance-based fee, which is a percentage of your portfolio's quarterly return exceeding a benchmark. All fees are negotiable.
Location
Encino, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abk Management LLC
State Registrations1 state
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