JD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
498 clients
Average Client Portfolio
$457K average
Assets Under Management
$227.6M
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
Financial Plan Fee:Up to $20,000
Hourly Rate:Up to $350/hr
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
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
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Advisor Information
Office location
20135 Lakeview Center Plaza, #110, Ashburn, VA, 20147
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Abich Financial Wealth Management, LLC
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Northwestern Mutual Investment Services, LLC Broker
January 2024 - May 2024 · 4 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.