Abaya Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. This includes asset allocation, investment strategy, and ongoing monitoring. They also provide financial planning covering retirement, insurance, tax, college, and debt reduction. Abaya Wealth Management generally limits its investment advice to equities, mutual funds, fixed income securities, ETFs, and insurance products including annuities.
Assets Under Management$23M
Clients57
Advisors1
Avg. per Client$400K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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