Samuel Westers is a registered investment advisor at Abbit Management CORP, based in Grand Haven, MI, with 4 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 338 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abbit Management Corp. is compensated via a negotiated percentage of the client's assets under management. This fee is calculated and charged quarterly, based on the portfolio's market value on the last trading day of the billing period. The fee will typically not exceed 1.5% annually. The fee may increase or decrease based upon the account and the level of service rendered. All fees will be agreed upon in advance in the written client agreement.
Location
16986 Robbins Rd, Suite 100, Grand Haven, MI, 49417
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abbit Management CORP
Previous Registrations
Ernst & Young Investment Advisers LLP
Brookstone Wealth Advisors, LLC
Formula Folio Investments
State Registrations1 state
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