Aberdeen Wealth Management provides investment management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. Services include investment management, financial planning, cash flow management, debt management, tax planning, company benefits planning, insurance review, education funding, charitable entity counseling, retirement planning, and estate planning. Aberdeen Wealth Management is a fee-only firm and does not sell commissioned products.
Assets Under Management$630M
Clients143
Advisors2
Avg. per Client$4.4M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable on assets above $5,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule above and fees may be negotiated from time to time.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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