ABC Wealth provides ongoing portfolio management services using sub-advisors, determining investment goals and risk tolerance. Financial planning services are available at no additional cost, including reviews of investments, taxes, insurance, and retirement planning. ABC Wealth also offers asset management for variable annuities and variable life products. Seminars and workshops are held to educate the public.
Fee Structure
ABC Wealth uses sub-advisors to manage client assets and charges a fee up to 1.25%. The client will be charged an additional fee, exclusive of the fee ABC Wealth receives. The total fee, including both ABC Wealth and the sub-advisor, will never exceed 3%. The annual fee may be negotiable. Fees are billed quarterly based on the value of your portfolio. Financial planning is included at no extra cost. ABC Wealth also manages variable annuities and variable life products, with fees not exceeding 2.5%.