Abel Financial Management Co. provides financial management services, including financial consulting and investment portfolio management. For investment management, Abel Financial may use portfolio models from Congress Wealth Management LLC or create customized strategies. Abel Financial also offers financial consulting as a separate service. They serve individuals, high net worth individuals, corporations, families, and employers.
Assets Under Management$120M
Clients84
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$58M
www.abel-financial.com ·www.facebook.com/abelfinancialmanagementco ·www.linkedin.com/company/abel-financial-managem...
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $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% |
Minimum fee of $2,500 for clients with less than $200,000 under management. Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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