Abbey Hill Financial Advisors provides personalized financial planning and investment management. They help clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Abbey Hill primarily manages investments on a discretionary basis, but in some cases, clients are consulted before investment decisions are made. Clients engage other professionals like lawyers and accountants directly.
Assets Under Management$86M
Clients63
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Firm, in its sole discretion, may waive or reduce its fee. Current client relationships may exist where the fees are higher or lower than this fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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