Abacus Wealth Partners is a registered investment advisor that offers comprehensive financial planning, consulting, and investment management services. The firm builds portfolios using low-cost institutional mutual funds and exchange-traded funds, with a strong emphasis on asset class investing and socially responsible or environmental, social, and governance investing options. Abacus Wealth Partners assists clients with retirement planning, estate planning coordination, insurance analysis, philanthropic giving, and cash flow management. The firm works primarily with individuals, high-net-worth families, trusts, and business owners, tailoring strategies to individual risk tolerances and long-term financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Private, illiquid investments are charged up to 2%. Fees are negotiable at the firm's discretion.
