Assets Under Management
$105.6M
Number of Clients
88
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$52.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Abel Financial Management Co. offers financial management services, including comprehensive financial consulting and discretionary investment portfolio management. They customize services based on client's financial situation, risk tolerance, and goals. They may use independent managers or internal strategies. They also offer financial consulting as a separate service.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for assets over $5,000,001. Minimum fee of $2,500 for Clients with less than $200,000 under management. The first tier has a null fee percentage because of the minimum fee.
MD, United States