Abner Herrman & Brock provides investment management and advisory services to individuals, high net worth individuals, trusts, estates, retirement accounts, and various institutional clients. The firm manages both discretionary and non-discretionary accounts, tailoring portfolios to each client's specific financial goals, investment objectives, and risk tolerance. Investment strategies include core equity portfolios focused on large-capitalization companies, custom balanced portfolios combining equities and bonds, and taxable or municipal fixed income portfolios with laddered maturities. The firm uses fundamental, technical, cyclical, and quantitative analysis to guide its investment decisions. Abner Herrman & Brock also acts as a subadvisor or portfolio manager for wrap fee programs sponsored by other firms and designs model portfolios for financial intermediaries.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Annual fee rates range from 0.25% to 1.40% and are negotiable based on portfolio strategy, asset allocation, customization, and portfolio size.