Abundance Advisors offers investment advice, primarily through asset allocation strategies, to individuals, high net worth individuals, pension and profit-sharing accounts, corporations, and other business entities. Clients can access Abundance Advisors' own investment program or select from third-party investment advisory programs. Abundance Advisors constructs model portfolios using mutual funds, and client portfolios are reviewed quarterly and rebalanced as needed.
Assets Under Management$5.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are negotiable. A flat fee schedule may also be available.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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