Chinese Abraham Investment Advisors offers investment advisory services with a range of investment objectives. The firm provides active management and tax-efficient strategies, tailoring asset allocations to meet individual client needs. Financial planning advice is offered as part of investment management services at no additional charge. The firm also provides personalized advice for employer-sponsored defined contribution plans.
Fee Structure
Chinese Abraham Investment Advisors offers two investment management programs: Active Management and Tax Efficient Strategies. The annual fee for both programs varies between 0.5% and 2.00% of the value of your portfolio. The firm also offers performance-based fees for qualified clients, ranging from 8% to 15% of net gains.