William Smythe is a registered investment advisor at Abacus Capital Advisors, based in Miami, FL, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abacus Capital Advisors offers two investment strategies with different fee structures:
Abacus Core Portfolio (Bonds/Stocks):
- For accounts held at Interactive Brokers, the annual fee is:
- 1.25% for balances between $400,000 and $1,000,000
- 1.00% for balances between $1,000,001 and $3,000,000
- 0.85% for balances between $3,000,001 and $7,000,000
- 0.60% for balances over $7,000,001
- For accounts held at other platforms, the annual fee is:
- 1.00% for balances between $3,000,000 and $7,000,000
- 0.75% for balances over $7,000,001
Abacus Alpha Portfolio (100% Equity):
- 1% annual fee on the value of your portfolio
- Plus, a 20% performance fee on any returns that exceed a benchmark, calculated daily and paid quarterly. This performance fee applies even if the portfolio loses money, as long as it outperforms the benchmark.
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abacus Capital Advisors
Alpha Prime Capital, LLC
State Registrations1 state
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