Absher Wealth Management offers portfolio management, wealth management, financial planning, and consulting services. The firm works with clients to understand their financial objectives and risk profile, then develops customized investment plans. Services include cash flow analysis, estate planning, education planning, tax planning, and insurance review. Absher Wealth Management manages portfolios on a discretionary basis, allocating assets among individual equity and debt securities.
Assets Under Management$1.1B
Clients661
Advisors7
Avg. per Client$1.7M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fee schedule may be based on cumulative household assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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