ABLE Financial Planning offers investment advice and financial planning to individuals, pension plans, charities, and corporations. ABLE creates customized investment portfolios based on a client's risk tolerance and financial goals. Financial planning services cover areas like retirement, investments, taxes, and cash flow. ABLE may recommend insurance products and is also affiliated with a mortgage broker and tax preparation service.
Assets Under Management$300K
Clients6
Advisors1
Avg. per Client$50K
Avg. per Advisor$300K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.27% |
| $500K - $1.0M | 1.13% |
| $1M+ | 0.88% |
Fees, account minimums, and payment terms are negotiable depending on the client's unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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