Abundit Wealth offers financial planning and portfolio management services. Financial planning covers wealth management, risk management, estate planning, tax concerns, retirement planning, and debt/credit planning. Portfolio management includes investment strategy and asset allocation, and selecting securities. Abundit Wealth typically uses Focus Partners Advisor Solutions as a third party for portfolio allocation analysis, account administration, and other services.
Assets Under Management$22M
Clients22
Advisors1
Avg. per Client$1M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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