Assabet Advisors provides investment management and consulting services to individuals, corporations, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Assabet creates customized investment solutions using a scientific approach to investing. They allocate client investment assets primarily among mutual funds, exchange-traded funds, and individual debt securities. Assabet also provides investment advice to sponsors of ERISA retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee established for an individual client will be in a range between 0.80% and 1.25% and depends upon several factors including the market value of assets under management, the number of accounts and the type of management services to be provided.