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Abraham Ades

9 Years of Experience
Allenhurst, NJ

Abraham Ades is a registered investment advisor at Ades Wealth Management INC., based in Allenhurst, NJ, with 9 years of industry experience. Abraham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $8.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$8.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2M+1.10%

The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

321 Main Street, Allenhurst, NJ, 07711

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Abraham is a managing member of Ades Realty LLC and Ades Consulting LLC, providing real estate consulting services. He is also a principal at Anything Goes, Inc. (retail jewelry sales) and co-owner/managing member of multiple real estate investment pass-throughs; these activities require minimal time.

Employment History
Current Registrations
Ades Wealth Management INC.
February 2017 - Present · 9 yrs 3 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
Abraham Ades - Financial Advisor | TrueAdvisor