Abaco Retirement Advisors offers portfolio management and retirement plan consulting services. The firm builds tailored investment portfolios based on each client's specific goals, time horizons, and risk tolerance, requiring client approval before executing trades. In addition to individual investment management, Abaco Retirement Advisors provides consulting for employer-sponsored retirement plans such as 401(k) plans. The firm is led by Codie Thomas and operates without a minimum account size.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.00% |
Fees are negotiable. Households may combine accounts for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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