Abound Wealth Management offers financial planning and investment management services. They work with clients to create a financial outline and investment plan based on their goals and risk tolerance. Abound manages investment portfolios and may provide general consulting services on a project basis, including cash flow planning, estate planning analysis, tax planning analysis, and insurance portfolio review.
Assets Under Management$1.4B
Clients733
Advisors14
Avg. per Client$1.9M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum portfolio value is generally $750,000 and the minimum annual fee is $7,500. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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