Abraham & Co. offers ongoing investment management services, tailoring strategies to individual client goals, risk tolerance, and time horizons. They evaluate existing investments and make decisions in the client's best interest. Abraham & Co. also sponsors a wrap fee program where clients pay a single fee covering management, transaction costs, and administrative fees. They manage wrap fee accounts the same as non-wrap fee accounts.
Assets Under Management$120M
Clients355
Advisors5
Avg. per Client$330K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Abraham & Co. charges an annual fee based on the value of your managed account. The fee is calculated on the average daily balance and billed monthly or quarterly. The rate decreases as your account value increases:
- $50,000-$250,000: 1.50% per year
- $250,000-$500,000: 1.25% per year
- $500,000-$1,500,000: 1.00% per year
- $1,500,000 - $3 million: 0.90% per year
- Over $3 million: Negotiated rate
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