ABLE Financial Group provides comprehensive portfolio management, standalone financial planning and consulting, and retirement plan consulting. For investment management, ABLE Financial Group works with individuals, high-net-worth clients, trusts, and businesses to build diversified portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and occasionally third-party managers. Portfolios are continuously monitored and rebalanced based on individual goals and risk tolerance. For financial planning, ABLE Financial Group covers areas such as retirement planning, estate planning, charitable planning, education planning, tax planning, real estate analysis, and insurance analysis. The firm operates as a registered investment advisor and acts in the client's best interest as legally required.
Fee Structure
ABLE Financial Group charges an annual fee based on a percentage of the value of your portfolio, billed quarterly in advance. The fee structure is tiered so that you pay a lower percentage as your portfolio grows:
- First $750,000 — 1.50% per year
- Next $750,000 to $1,500,000 — 1.25% per year
- Next $1,500,001 to $5,000,000 — 1.10% per year
- Next $5,000,001 to $15,000,000 — 1.00% per year
- Amounts over $15,001 — Negotiable
The firm generally requires a minimum account balance of $500,000 for comprehensive portfolio management.