Abbington Investment Group, LLC

Fee-Only (% of Portfolio)

Abbington Investment Group provides investment management services to high net-worth individuals, families, trusts, charitable organizations, pensions, and corporations. Abbington typically manages assets on a discretionary basis, making investment decisions to meet client goals. Clients provide information about their financial situation, and Abbington assesses its ability to meet those goals. Abbington invests in liquid securities and can make changes when necessary.

Assets Under Management$120M
Clients44
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$61M

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)

Abbington Investment Group manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.60% to 1.50% of the portfolio's market value. The specific fee is negotiable and depends on factors like the size of the account and the complexity of the assets. Fees are paid monthly, based on the portfolio value at the end of the previous month. Abbington requires each client to place at least $3,000,000 with the firm, but this minimum may be waived.

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Location

2 Advisors at this firm