AB Financial Planning and Investments offers investment advisory and financial planning services. The firm manages portfolios on a discretionary basis, tailoring its approach to each client's objectives. AB Financial primarily uses Vanguard exchange traded funds or their mutual fund equivalents, employing a tactical allocation strategy to reduce risk and increase performance. Financial planning services may include recommendations for portfolio customization and tailored investment advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment Advisory fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees are negotiated by AB Financial at its sole discretion.