Abundant Wealth Strategies provides ongoing portfolio management based on individual client goals and risk tolerance. The firm also offers financial planning services ranging from comprehensive plans to focused consultations. Abundant Wealth Strategies manages a diversified stock income strategy, and may direct clients to third-party investment managers.
Assets Under Management$68M
Clients62
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable. There is an additional 0.45% fee for assets invested in the Tactical Strategy. If a third-party investment manager is used, their fees are separate and in addition to Abundant Wealth Strategies' fees, but the combined fee will not exceed 2.05% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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