Abboud Financial Planning (AFP) offers investment management services to individuals. AFP determines investment goals, time horizons, objectives, and risk tolerance to create investment strategies, select investments, allocate assets, and monitor portfolios. AFP has discretionary authority to execute investment program transactions. AFP also holds seminars and workshops to educate the public on different types of investments.
Assets Under Management$25M
Clients62
Advisors1
Avg. per Client$400K
Avg. per Advisor$25M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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