Abacus Financial Planning (AFP) provides investment management services on a discretionary basis, creating and managing portfolios based on clients' individual needs and goals. AFP primarily recommends exchange-traded funds and mutual funds. Clients engaging AFP for investment management also work with a planner to develop and implement a financial plan. AFP also offers financial planning services covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax planning.
Assets Under Management$6M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.40% |
Fees may be negotiable at the discretion of Abacus Financial Planning.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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