Abundance Wealth Management offers personalized wealth management services, combining investment portfolio management with comprehensive financial planning. Abundance Wealth Management builds custom investment strategies using stocks, bonds, mutual funds, and exchange-traded funds based on each client's specific goals, risk tolerance, and tax considerations. Clients can also receive financial planning covering areas such as retirement planning, cash flow and debt management, college savings, tax planning strategies, estate planning, risk management, and business planning. Financial planning is available on an ongoing basis or as a one-time project. Abundance Wealth Management acts as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Household accounts may be aggregated to determine fee tiers.