Abel Financial Management CO.
Assets Under Management
$105.6M
Number of Clients
88
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$52.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Abel Financial Management Co. offers financial management services, including comprehensive financial consulting and discretionary investment management. They utilize portfolio models from Congress Wealth Management LLC or create customized strategies. The firm serves as a fiduciary, prioritizing client interests and mitigating conflicts of interest.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Minimum fee of $2,500 for Clients with less than $200,000 under management. Fees negotiable for accounts over $5,000,001.
Fee Estimator
The annual fee for financial management, including investment management and financial planning, is based on your portfolio's value. For accounts under $200,000, there's a minimum fee of $2,500. Fees are negotiable for accounts over $5,000,001. Financial consulting only services are available for a one-time fee of $1,500 or an annual fee not exceeding $10,000.
Areas of Practice
Location
MD, United States