Abernathy Group II LLC
Assets Under Management
$67.1M
Number of Clients
45
Number of Advisors
1
Average Client AUM
$1.5M
AUM per Advisor
$67.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Abernathy Group II LLC offers financial planning and investment management services, including family office services, separately managed accounts, and investment management to a private fund. They also provide pension consulting services. They focus on protecting assets, reducing taxes, and coordinating financial affairs for families.
Fee Structure
Fees are based on a percentage of assets under advisement or management and are subject to negotiation. Family Office fees range from 0.29% to 1.25%. Separately Managed Account fees range from 0.39% to 2.00%. Business Advisory Services are billed hourly at $750 per hour, with a $1,000 annual minimum. Pension consulting fees range from 0.14% to 0.69% of plan assets. Clients may also pay brokerage and other transaction costs.
Areas of Practice
Location
530 Fifth Avenue, 17 Floor, New York, NY, 10036