Robert R Abraham JR. is a fee-only firm providing financial planning and investment advisory services. Services include financial plans, investment consultations, and managed accounts. The firm also offers loan advisement and real estate purchase guidance. Robert R Abraham JR. assists with limited tax matters, but advises clients to seek professional tax services.
Assets Under Management$6.1M
Clients16
Advisors1
Avg. per Client$380K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $500K | 1.13% |
| $500K+ | 1.00% |
1.125% fee is negotiable for assets between $100,000 and $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...