Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.20% |
There will be a $15,000 minimum fee, applicable only to portfolios of less than $1.5 million. All fees and minimums are negotiable.
Fee Estimator
Abridge Partners operates on a fee-only basis. Investment consulting fees are based on the market value of assets, calculated as a percentage. There is a $15,000 minimum fee for portfolios under $1.5 million. Financial planning fees are negotiable, ranging from $350 to $500 hourly, or fixed fees from $5,000 to $50,000, based on complexity and advisor experience. All fees and minimums are negotiable. The minimum investment required to open an account in the Institutional Intelligent Portfolios® is $5,000.
Areas of Practice
Advisor Information
Office location
Kennett Square, PA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is affiliated with RIA/Abridge Partners, LLC, providing financial plans for a fixed fee or hourly rate, dedicating about 10-20% of his time. He also sells non-variable life insurance and fixed annuities through FFR and Safe Harbor, respectively, spending about a quarter of his time on this activity.