Assets Under Management

$67.1M

Number of Clients

45

Number of Advisors

1

Average Client AUM

$1.5M

AUM per Advisor

$67.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

The Abernathy Group II LLC offers financial planning and investment management services, including family office services, separately managed accounts, and investment management to a private fund. They also offer pension consulting services. The firm focuses on integrating financial, legal, and medical expertise for families.

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location

530 Fifth Avenue, 17 Floor, New York, NY, 10036

1 Advisors at this firm