Technologies ABX is a registered investment advisor that provides investment management services. The firm focuses on portfolio review and development, consultations, reviews, and portfolio monitoring. Technologies ABX generally limits advice to U.S. small, mid-cap, and large-cap equities, money market funds, fixed income securities, and exchange traded funds (ETFs). The firm primarily recommends long-term growth strategies. Clients must play an active role and are required to participate in the formation of the investment plan.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the scope and complexity of services. Technologies ABX also offers performance-based fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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