Abbington Wells, LLC offers investment advice and portfolio management services. They advise clients on cash flow, college planning, retirement planning, tax planning, estate planning, and pension consulting. Clients make the final investment decisions. Abbington Wells manages accounts on a discretionary or non-discretionary basis, using various analysis methods. The firm does not act as a custodian of client assets.
Assets Under Management$1.6M
Clients8
Advisors1
Avg. per Client$190K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.25% |
| $2M+ | 2.00% |
Fees are negotiable with Compliance Officer approval.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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