Able & Strong Advisors manages investments using a strategy called Path Management, which focuses on investing in the right asset classes at the right time based on market cycle analysis. They offer different portfolio allocations to suit varying risk tolerances. For pension plans, they use Path Management to select funds and optimize options for plan participants.
Assets Under Management$43M
Clients74
Advisors3
Avg. per Client$580K
Avg. per Advisor$14M
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Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and vary based on the amount of assets to be managed and the portfolio chosen by the client. Path Balanced Portfolio: 0.85%, Path Income Plus Portfolio: 0.65%, Path Income Portfolio: 0.35%
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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