Abendstern Wealth Management provides investment advice and consulting services on both discretionary and non-discretionary bases. This includes designing investment strategies and providing financial and market advisory services. The firm manages assets among cash, equities, mutual funds, and bonds to meet client investment objectives. Abendstern Wealth Management primarily serves international clients, including individuals, high-net-worth individuals, trusts, estates, and charitable organizations.
Assets Under Management$0
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $6.0M | 1.25% |
| $6.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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