Abigail Hoon
Abigail Hoon is a registered investment advisor at Phase III Advisory Services, LTD, based in Buffalo Grove, IL, with 1 years of industry experience. Abigail is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 483 clients with $210M 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 $250K | 1.90% |
| $250K - $500K | 1.70% |
| $500K - $750K | 1.45% |
| $750K - $1.3M | 1.20% |
| $1.3M+ | 1.00% |
Rates reflect the Private Management Account and UMA Portfolios schedule. Alternate fund and tactical allocation schedules have lower maximum fees starting at 1.40% for under $100K and dropping to 0.75% for $1.25M and above. Fees are negotiable.
Fee Estimator
Location
1110 W. Lake Cook Rd, Suite 265, Buffalo Grove, IL, 60089
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Abigail works as an insurance agent since June 2024, spending a few hours per week on this activity. This activity is investment-related and takes place during securities trading hours.
Employment History
Current Registrations
Phase III Advisory Services, LTD
Osaic Wealth, INC.Broker
State Registrations1 state
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
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