Abens Financial Services offers investment management based on your financial situation, risk tolerance, and investment goals. They also provide financial and business planning services, including net worth statements, cash flow analysis, tax planning, retirement planning, insurance reviews, and estate planning recommendations. Business planning includes contract negotiation, employee consulting, succession planning, and financial analysis.
Assets Under Management$100M
Clients89
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule. Such fees are determined at the Advisor’s sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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