| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Private, illiquid investments are charged 2%.
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Learn about disclosures →Hannah is a CERTIFIED FINANCIAL PLANNER® at Abacus Wealth Partners, a fee-only financial advisory firm. Hannah enjoys helping her clients experience financial freedom through comprehensive financial planning and values-aligned investing. Based in Sioux Falls, South Dakota, Hannah serves on numerous non-profit boards and committees, primarily in arts and women’s empowerment spaces.