Abich Financial Wealth Management offers comprehensive financial planning and tailored investment management services to individuals and high-net-worth clients. Operating as Abich Financial Services, the firm helps clients build diversified portfolios, plan for retirement, manage cash flow, and navigate insurance and estate planning needs. Investment management advice can be handled on a discretionary basis, allowing the team to make portfolio adjustments as market conditions change. Abich Financial Wealth Management also utilizes third-party platforms and asset managers, such as AE Wealth Management and Impact Partnership Wealth, to provide access to specialized model portfolios, strategists, and alternative investment strategies. Financial planning is included as a complimentary service for clients who engage the firm for investment management, while standalone planning is available on an hourly or flat-fee basis for those who do not manage their portfolio through the firm. The team frequently hosts educational workshops on retirement and financial protection for the local community.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees do not exceed 1.5% of assets under management unless the scope, complexity or time required warrant a higher or lower fee. Fees are paid monthly in arrears based on average daily balance.