Abundant Capital Strategies (ACS) provides investment management services, creating personalized plans based on your goals and risk tolerance. ACS also offers consulting services to pension and profit-sharing plans. ACS primarily recommends mutual funds, but may use other investments to diversify portfolios. Clients can place restrictions on investments based on their values.
Assets Under Management$380K
Clients7
Advisors1
Avg. per Client$54K
Avg. per Advisor$380K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $2.5M | 0.60% |
| $2.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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