Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Minimum monthly fees may apply depending upon the investment assets and financial planning needs of the client.
Fee Estimator
Abacus generally includes financial planning in its investment management fee for clients whose investment management fee exceeds $10,000 annually. For clients who wish to engage the firm for financial planning services only or whose management fee is less than $10,000 annually, the firm general charges a minimum annual amount of $5,000, depending on the specific nature of the engagement. The annual investment management fee is based on a percentage of assets managed, ranging from 0.25% to 1.00%. There is a minimum annual fee of $1,000 for clients engaging Abacus for investment management services only. Fees are charged monthly, in advance, based on the market value of assets on the last day of the previous month.
Areas of Practice
Advisor Information
Office location
Wynnewood, 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 Activities
Barbara is the President of The LERR Corp, a company holding the LERR Family Limited Partnership engaged in industrial real estate. She spends minimal time checking on the sale of land in Pittsburgh, PA, and receives no compensation.
Employment History
Current Registrations
Abacus Wealth Partners
Previous Registrations
Abacus Portfolios
Prestige Asset Management Services INC
J. Cole Financial Advisers, INC.
State Registrations3 states
Exams
Additional Information
Barbara Wolf is a Certified Financial Advisor® and Partner at Abacus Wealth Partners, a fee-only fiduciary financial advisory and investment management firm. With over 40 years of experience in the finance industry, Barbara has devoted her career to helping clients experience financial freedom through values-aligned investing and comprehensive financial planning. Based in Ardmore, Pennsylvania, Barbara is an active community member and mentor.