Abundant Advisors, LLC manages investment portfolios and offers ongoing comprehensive financial planning, tax preparation, and tax planning services for individuals and families. Abundant Advisors focuses on fundamental analysis and modern portfolio theory to build diversified portfolios using exchange-traded funds and mutual funds tailored to each client's specific needs and risk tolerance. The firm specializes in working with mass affluent, high-net-worth, and ultra-high-net-worth clients, requiring a minimum portfolio value of $2 million for new investment management clients and a minimum annual fee of $20,000 for ongoing financial planning clients. Clients can also receive assistance with estate planning through third-party professionals. Abundant Advisors operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and paid quarterly in arrears. Clients enrolled in both financial planning and investment management may use fees from one service to offset the other at the advisor's discretion.