Abacus Wealth Partners
Assets Under Management
$3.3B
Number of Clients
1,544
Number of Advisors
45
Average Client AUM
$2.1M
AUM per Advisor
$72.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Abacus Wealth Partners provides financial planning, consulting, and investment management services. They specialize in long-term financial management to help clients achieve their goals. They offer both discretionary and non-discretionary investment advisory services and may recommend independent managers.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Private, illiquid investments are charged 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$1,000
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningCharitable GivingInvestment ManagementHigh Net Worth
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Location
429 Santa Monica Blvd., Suite 500, Santa Monica, CA, 90401
45 Advisors at this firm
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