Abridge Partners, LLC manages investment portfolios and offers financial planning and consulting services for individuals, families, and businesses. Abridge Partners creates customized asset allocations using both active and passive investment solutions, often utilizing independent third-party managers and private placement securities. The firm's approach covers comprehensive client discovery, portfolio construction, risk management, and ongoing monitoring. In addition to investment management, Abridge Partners provides advice across areas such as retirement planning, estate planning, tax strategies, business planning, and cash flow forecasting. The firm operates as a registered investment advisor with offices in Mississippi and Pennsylvania.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable. Sub-advisor and platform fees may apply in addition to Abridge Partners' fee.