Abundant Advisors manages investment portfolios based on clients' individual needs and goals. They also offer ongoing financial planning services, which include evaluating a client's current and future financial state, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. They also offer tax preparation services.
Assets Under Management$27M
Clients16
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$27M
www.faithfi.com/cka/1017328/28078 ·www.abundantadvisors.com ·www.christianfinancialadvisorsnetwork.com/leo-m...
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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