Abbott Capital Management Corp. offers investment advice focused on retirement and short-term goals, using a risk and needs analysis questionnaire from Fidelity Investments. They also provide financial consulting services, reviewing investment options and providing allocation advice. Investment advice is related only to publicly traded securities offered through Fidelity Investments.
Assets Under Management$42M
Clients124
Advisors1
Avg. per Client$340K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K+ | 1.00% |
Fees may be negotiable under certain circumstances, such as for retired clients with more fixed income holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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