Above & Beyond Investments (ABI) provides investment management services on both a discretionary and non-discretionary basis. ABI also offers financial planning services, including comprehensive financial plans and consultation services. ABI may recommend third-party managers to clients and receives referral fees from them. ABI also offers qualified plan consulting services to individuals.
Assets Under Management$11M
Clients109
Advisors1
Avg. per Client$100K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.32% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...