ABK Management provides investment management services, including portfolio structuring and ongoing management. They develop an Investment Policy Statement tailored to your needs and risk tolerance, monitor your investments, and provide quarterly performance reports. ABK Management aims to provide relevant investment advice through multiple meetings and ongoing client interaction.
Assets Under Management$30M
Clients16
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
ABK Management charges a management fee ranging from 1.0% to 1.5% of your portfolio annually, billed quarterly. They may also charge a performance-based fee, which is a percentage of your portfolio's quarterly return exceeding a benchmark. All fees are negotiable.
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