Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees are negotiable and memorialized in the client’s advisory agreement.
Fee Estimator
The firm charges an annual fee based on assets under management, ranging from 1.00% to 2.00%. They also offer performance-based fees for qualified clients (0.75% of AUM plus 20% of capital appreciation). Financial planning fees are fixed and range from $1,000 to $5,000, depending on the complexity. If clients continue with planning but not management, there's an annual fee equal to 80% of the initial fee, billed monthly. The firm may also direct clients to third-party advisors, charging their standard fee on top of the third-party advisor's fee, not exceeding 3% total. There is no account minimum.
Areas of Practice
Advisor Information
Office location
20860 N Tatum Blvd, Suite 300, Phoenix, AZ, 85050
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 Activities
Abraham is a managing member of Exemplar Law LLC, CEO of Exemplar Companies PBC, and a partner in Amatucci & Marston, LLC and Valiant Litigation Finance LLC. He also receives commissions from private placement of securities through Exemplar Capital, LLC and co-owns Valiant Investment Holdings, LLC, Deep Hash Holdings, LLC, and Valiant Digital Mining Holdings, LLC, dedicating minimal time to the latter three.