Chelsea Pittman is a registered investment advisor at Abraham & CO., INC., based in Long Beach, CA, with 1 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 355 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abraham & Co. charges an annual fee based on the value of your managed account. The fee is calculated on the average daily balance and billed monthly or quarterly. The rate decreases as your account value increases:
- $50,000-$250,000: 1.50% per year
- $250,000-$500,000: 1.25% per year
- $500,000-$1,500,000: 1.00% per year
- $1,500,000 - $3 million: 0.90% per year
- Over $3 million: Negotiated rate
Location
Long Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chelsea works full-time as an Account Executive at Dropbox, selling software to other businesses since 2023. This activity is not investment-related.
Employment History
Current Registrations
Abraham & CO., INC.
State Registrations1 state
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