Abacus Wealth International (AWI) provides investment advisory services through a Manager of Managers Program, where they select and monitor other registered investment advisors to manage client portfolios. AWI also offers financial planning and consulting services, including help with financial goals, tax planning, asset allocation, and retirement planning. These planning services can be provided on a project basis or as an ongoing annual plan.
Assets Under Management$270K
Clients2
Advisors1
Avg. per Client$140K
Avg. per Advisor$270K
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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