Aber Investments creates and manages investment portfolios for individuals based on their goals, risk tolerance, and time horizon. Aber Investments builds portfolios of publicly traded stocks and bonds, focusing on diversification to reduce risk. Security selection is based on fundamental analysis of a company’s earnings. Aber Investments monitors the portfolio and communicates activity and performance to clients.
Assets Under Management$29M
Clients9
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Rates are negotiable. A separate fee structure is available for fixed income only portfolios. A minimum annual fee of $2,000 is imposed if the portfolio falls below the value of $200,000 at June 30th or December 31st.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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