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
602 Peacock Lane, Kennett Square, PA, 19348
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