Taunya Abaya is a CFP-designated registered investment advisor at Abaya Wealth Management LLC, based in Buffalo, NY, with 4 years of industry experience. Taunya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 57 clients with $23M 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 $500K | 1.15% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1 Seneca St, Suite 2905, Buffalo, NY, 14203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Abaya Wealth Management LLC
Previous Registrations
Buffalo First Wealth Management, LLC
State Registrations1 state
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