Abunda Financial offers investment and financial planning services to individuals, trusts, endowments, retirement plan sponsors, and businesses. The firm specializes in serving senior corporate executives, entrepreneurs, non-profit entities, and those experiencing sudden wealth events. Advice is provided through consultations, with both discretionary and non-discretionary investment management services available for equity and fixed income portfolios. Abunda Financial actively seeks to avoid conflicts of interest and does not sell products or accept commissions.
Assets Under Management$100M
Clients33
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$100M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Schedule is for equity accounts. Mutual fund accounts: 0.6% on the first $1,000,000, 0.5% over $1,000,000. Fixed income accounts: 0.25% on the first $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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