Abridge Partners, LLC
Assets Under Management
$102.8M
Number of Clients
120
Number of Advisors
3
Average Client AUM
$857K
AUM per Advisor
$34.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Abridge Partners provides financial planning, consulting, and investment management services. They manage client portfolios, allocating assets among independent managers and privately placed securities. Services are tailored to individual client needs, with continuous monitoring and adjustments based on risk tolerance and financial situations. They also offer an automated investment program through Institutional Intelligent Portfolios®.
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
Location
CA, United States