Abridge Partners provides financial planning, consulting, and investment management services. They manage client investments by allocating assets among independent managers and privately placed securities. Abridge Partners works with clients to understand their risk tolerance and financial goals. They also offer financial planning services covering areas like business, charitable, estate, tax, insurance, education, and retirement planning. Abridge Partners may recommend other professionals for implementation but clients make all final decisions.
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+ | 0.20% |
The total managed account fee will include Abridge Partners’s tiered fee as outlined in the fee schedule (negotiable), plus a model manager and platform fee if the sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable). There will be a $15,000 minimum fee, applicable only to portfolios of less than $1.5 million. For portfolio values less than $1.5 million, clients may be able to obtain comparable services at a lower cost elsewhere. Quarterly performance reports are available for an additional fee of $1,500 per year for accounts below $1.5 million. All fees and minimums are negotiable at our sole discretion.