Aberle Investment Management offers investment management and financial planning services to individuals and families. They develop investment strategies based on client's risk tolerance and financial goals, primarily using mutual funds and exchange-traded funds. Financial planning is offered as an inclusive solution for investment management clients, with more in-depth planning available through recurring meetings. Aberle may also offer planning tools to non-investment advisory clients.
Assets Under Management$66M
Clients67
Advisors2
Avg. per Client$990K
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.60% |
Aberle Investment Management may implement a minimum quarterly advisory fee of $400.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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