Able Money provides personalized financial planning and investment management services. They help clients determine and prioritize financial goals, manage cash flow and debt, plan for retirement and taxes, manage investments, review insurance, and plan for education and estates. Able Money focuses on ongoing advisory relationships, helping clients align their money with their values and goals. They offer discretionary investment management, typically using exchange traded funds.
Assets Under Management$37M
Clients21
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
The actual fee charged may be greater than or less than the fee that would otherwise be calculated, subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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