Able Wealth Management provides ongoing portfolio management, financial planning, and pension consulting services for individuals, families, businesses, and institutional clients. Able Wealth Management designs personalized investment strategies primarily utilizing exchange-traded funds, mutual funds, and alternative investments, while also accommodating customized options like direct indexing and tax-advantaged strategies through specialized sub-advisors. Clients can choose between a standard tiered portfolio management service or a comprehensive wealth management service. In addition to core investment management, Able Wealth Management offers comprehensive financial planning covering retirement, tax strategies, and estate planning, delivered either as part of a wealth management relationship or as a standalone project-based service. The firm operates on a fee-only basis with discretionary management authority for most accounts, and emphasizes a fiduciary commitment to align all recommendations with client interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.8M | 1.00% |
| $1.8M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Firm also offers a Comprehensive Wealth Management service at a flat 1.00% of assets. Fees are negotiable.