ABE Capital Management provides investment management services, creating tailored portfolios of stocks, bonds, exchange traded funds, and other investments. ABE reviews accounts at least quarterly and rebalances them as needed based on client goals and objectives. ABE may recommend private investments but does not receive performance-based compensation for those recommendations.
Assets Under Management$87M
Clients56
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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