Abbot Financial Management (AFM) is a registered investment advisor that provides asset management, financial planning, and retirement plan consulting services. AFM creates tailored investment portfolios for individuals, families, retirement plans, and charitable organizations, focusing on consistent returns while considering each client's risk tolerance. AFM also offers financial and estate planning advice to its investment management clients at no additional fee.
Assets Under Management$300M
Clients202
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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