Abacus Wealth Factors is an independent, fee-only financial planning and investment management firm founded in 2016 and based in Savannah, Georgia. The firm serves individuals, families, trusts, estates, and small businesses. Abacus Wealth Factors offers comprehensive wealth management, ongoing portfolio management, and standalone project-based services such as financial checkup analyses and two-hour consultations. The firm uses a passive investment strategy guided by modern portfolio theory and efficient market hypotheses, utilizing indexed mutual funds to build globally diversified portfolios. Abacus Wealth Factors acts legally required to act in your best interest as a fiduciary and does not accept commissions for selling financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for amounts above $10,000,000 are negotiable. Subject to a minimum annual fee of $2,500.
