The Abernathy Group II LLC is a financial planning and investment management firm founded in 2009. The firm provides three primary services: a comprehensive Family Office service, Separately Managed Accounts, and investment management for a private fund. The Family Office service is tailored to high-net-worth families, particularly medical professionals, offering guidance on asset protection, tax reduction strategies, estate planning, retirement planning, cash flow management, insurance review, and business advisory services. Separately Managed Accounts are customized portfolios utilizing mutual funds, exchange-traded funds, individual equities, and other securities. The Abernathy Group II uses strategic asset allocation with a core and satellite approach, and may also implement shareholder activist strategies. Clients receive regular portfolio reviews and personalized wealth statements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Separately managed accounts charge 0.39% to 2.00% annually. Family office services charge 0.29% to 1.25% annually (or 0.09% to 0.29% with business advisory services). Fees are negotiable.