Abel Hall helps clients build, manage, and preserve their wealth. They offer investment management services on both discretionary and non-discretionary bases. Abel Hall works with clients to understand their financial goals and objectives, offering financial planning ideas and strategies to address their holistic financial picture. They also offer retirement plan advisory services to employer plan sponsors.
Fee Structure
Abel Hall charges a percentage of your portfolio to manage your investments. This fee covers investment advice, supervision, and account maintenance. The maximum fee is 1.50% annually. The exact fee is listed in your Investment Advisory Agreement. Fees are billed quarterly in advance. The firm may negotiate a lower advisory fee or waive fees based on the size of the account, complexity of the portfolio, or other reasons.