Assets Under Management
$102.8M
Number of Clients
120
Number of Advisors
3
Average Client AUM
$857K
AUM per Advisor
$34.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Abridge Partners provides financial planning, consulting, and investment management services. They manage client portfolios, allocating assets among independent managers and privately placed securities. They also offer financial planning services such as business, charitable, estate, tax, insurance, education, and retirement planning. Abridge Partners uses fundamental analysis and considers client risk tolerance and goals.
| Assets Under Management | 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% |
Minimum fee of $15,000 applies to portfolios less than $1.5 million. All fees and minimums are negotiable.
CA, United States