Abbit Management Corp. offers investment management services for individuals, corporate entities, and financial institutions. Abbit also manages assets for pre-paid funeral programs and offers retirement planning services for employers and their employees. Investment strategies are generally long-term and conservative, but can be moderately aggressive based on client needs. Abbit does not have any predetermined requirements with respect to account size or value.
Fee Structure
Abbit Management Corp. is compensated via a negotiated percentage of the client's assets under management. This fee is calculated and charged quarterly, based on the portfolio's market value on the last trading day of the billing period. The fee will typically not exceed 1.5% annually. The fee may increase or decrease based upon the account and the level of service rendered. All fees will be agreed upon in advance in the written client agreement.