Abacus Asset Management, LLC

Fee-Only (% of Portfolio)

Abacus Asset Management provides investment advice to institutional investors, private funds, and registered investment funds, focusing on longevity assets like life settlements and insurance-linked products. Abacus aims for long-term capital growth by investing in a diverse range of mortality-related products. The firm uses technology from its affiliates to monitor investments and assess risk.

Assets Under Management$0
Clients3
AdvisorsN/A
Avg. per Client$0
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Abacus Asset Management provides investment management and advisory services for a fee, typically charged as a percentage of the value of the investments they manage. The fee is calculated based on the market value of the account at the end of the month or quarter, or based on an average, and is generally invoiced monthly or quarterly. The firm's fees for institutional clients range from 0.03% to 1.50% depending on the investment objectives and the amount invested.

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No advisors found for this firm.