Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning is complimentary for asset management clients. Standalone financial planning is offered on an hourly or flat fee basis, not exceeding $350/hour or $20,000 total. The firm requires a minimum of $500,000 in investible assets for comprehensive planning with no minimum required account balance.
Areas of Practice
Advisor Information
Office location
20135 Lakeview Center Plaza, #110, Ashburn, VA, 20147
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
Abraham is the President and an agent at Abich Financial Services, Inc., where he focuses on insurance sales and services, dedicating nearly full-time hours to this role. He is also a member of the Loudoun County Chamber of Commerce, dedicating minimal time.