Abound Investments offers financial advisory services to individuals and corporate entities. Services include discretionary asset management, financial planning, non-discretionary financial advice, and insurance planning. For retirement plans, fees can be a flat fee or a percentage of assets, capped at 1%. For individual investment advisory clients, fees are capped at 2% of account assets. Fees are negotiable and exclusive of brokerage commissions and other related costs.
Fee Structure
Abound Investments provides investment management services where fees are capped at 2% of your account assets. Fees are billed monthly or quarterly, based on the value of your account at the end of the period. Fees are negotiable. You'll also pay brokerage commissions and other transaction fees charged by the custodian.