Abacus Investment Advisors (AIA) is a registered investment advisor that offers retirement and financial planning, as well as investment management services. AIA creates model portfolios using mutual funds and ETFs, and may also include stocks, bonds, and other investments. AIA determines a client's risk tolerance and goals to invest their assets into a suitable model portfolio. AIA monitors and alters the model portfolios as needed.
Assets Under Management$18M
Clients29
Advisors1
Avg. per Client$630K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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