Abundance Financial Coaching recommends third-party investment advisors to manage client assets. They perform portfolio analysis to compare a client's current portfolio to a recommended one. Abundance Financial Coaching limits its investment advice to exchange traded funds, mutual funds, fixed income securities, and equities, recommending a passive investing approach. They also hold educational workshops on various financial topics.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.23% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
These fees are for Efficient Advisor. Abundance Financial Coaching receives a portion of this fee. The total fee paid by clients of our firm will not exceed 1.23% annually and is reduced to a lower percentage for households exceeding certain thresholds of assets being managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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