Abacus Capital Advisors offers portfolio management to individuals and businesses, primarily using a tactical asset allocation approach. This involves directly buying securities like bonds and stocks, exchange-traded funds (ETFs), and occasionally mutual funds. While Abacus Capital Advisors typically has the authority to make investment decisions, services are customized to each client's needs, and clients can set restrictions on their account management. Abacus Capital Advisors also provides customized investment advice to other investment managers and platform providers.
Assets Under Management$100M
Clients51
Advisors3
Avg. per Client$2M
Avg. per Advisor$34M
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Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Abacus Capital Advisors offers two investment strategies with different fee structures:
Abacus Core Portfolio (Bonds/Stocks):
- For accounts held at Interactive Brokers, the annual fee is:
- 1.25% for balances between $400,000 and $1,000,000
- 1.00% for balances between $1,000,001 and $3,000,000
- 0.85% for balances between $3,000,001 and $7,000,000
- 0.60% for balances over $7,000,001
- For accounts held at other platforms, the annual fee is:
- 1.00% for balances between $3,000,000 and $7,000,000
- 0.75% for balances over $7,000,001
Abacus Alpha Portfolio (100% Equity):
- 1% annual fee on the value of your portfolio
- Plus, a 20% performance fee on any returns that exceed a benchmark, calculated daily and paid quarterly. This performance fee applies even if the portfolio loses money, as long as it outperforms the benchmark.
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