ABRI LLC offers financial planning and portfolio management services. Financial planning includes a review of your financial situation, goals, and risk tolerance. Portfolio management involves ongoing management of your investment accounts, creating a customized portfolio based on your investment objectives, time frame, and risk tolerance. ABRI also offers one-time financial planning projects and hourly financial consulting.
Assets Under Management$110M
Clients271
Advisors7
Avg. per Client$420K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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