Abound Wealth Strategies provides investment advice and financial planning to clients. They offer portfolio management, investment analysis, and financial planning services covering areas like retirement, taxes, estate, and insurance. AWS may recommend third-party money managers and pension consulting services. They primarily advise on mutual funds, stocks, ETFs, and alternative investments.
Assets Under Management$12M
Clients68
Advisors1
Avg. per Client$180K
Avg. per Advisor$12M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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