Abundance Wealth Advisers offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Investment strategies are tailored to each client's goals and objectives. Financial planning covers various aspects, including financial goals, net worth, cash flow, retirement, risk management, tax reduction, and estate preservation.
Assets Under Management$9.5M
Clients17
Advisors1
Avg. per Client$560K
Avg. per Advisor$9.5M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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