Abacus Planning Group, Inc. manages investment portfolios and provides holistic financial planning for individuals, high-net-worth clients, charities, and retirement plans. Founded in 1998 and headquartered in Columbia, South Carolina, Abacus tailors its services to each client's unique goals, risk tolerance, and tax considerations. The firm builds diversified portfolios using exchange-traded funds, mutual funds, individual securities, and alternative investments, while offering ongoing guidance on retirement, tax strategies, estate planning, and insurance. Abacus also serves as general partner for several private investment funds available to qualified clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Schedule reflects the 'Investment Only' tier. Combined Investment Advisory and Financial Planning ranges from 0.60% to 1.00% for the first $2M. An additional 0.10% fee applies if assets are custodied outside of Charles Schwab. Fees are negotiable.
