AH
AH

Abigail Horton

1 Year of Experience
Atlanta, GA
May Earn CommissionSells Insurance

Abigail Horton is a registered investment advisor at 49 Financial, based in Atlanta, GA, with 1 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 3,839 clients with $1.4B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
144 advisors
Number of Clients
3,839 clients
Average Client Portfolio
$365K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.65%

Maximum advisory fee is 1.65% of assets under management, payable quarterly in advance. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

3101 Cobb Pwky SE, Suite 124, Atlanta, GA, 30339

Get directions

History

Regulatory History
Clean regulatory record

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 is a fixed insurance agent involved in investment-related activities. This takes about a quarter of her time.

Employment History
Current Registrations
49 Financial
October 2024 - Present · 2 yrs
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.
More Advisors