ABG Financial Services is a registered investment advisor that provides financial planning services. ABG primarily refers clients to Buckingham Strategic Partners or AssetMark for investment management, where client assets are allocated among mutual funds. ABG also provides non-discretionary advice on equity securities at the client's request. ABG does not hold customer funds or securities directly.
Fee Structure
ABG Financial Services does not directly manage investments. Instead, ABG refers clients to third-party investment advisors like Buckingham Strategic Partners or AssetMark.
If you are referred to Buckingham Strategic Partners, the total annual fee is 1.40% of your portfolio. ABG receives 0.98% and Buckingham receives 0.42%.
If you are referred to AssetMark, the total annual fee is:
- $0 - $250,000: 1.40% (ABG: 0.99%, AssetMark: 0.41%)
- $250,001 - $500,000: 1.05% (ABG: 0.75%, AssetMark: 0.30%)
- $500,001 - $2,500,000: 0.70% (ABG: 0.50%, AssetMark: 0.20%)
These fees are negotiable.