Abich Financial Wealth Management, LLC
Assets Under Management
$227.6M
Number of Clients
498
Number of Advisors
6
Average Client AUM
$457K
AUM per Advisor
$37.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Abich Financial Wealth Management provides comprehensive financial planning and tailored investment advice. They review investment portfolios regularly, considering tax implications. Financial planning is incorporated in the asset management service. The firm requires a minimum of $500,000 in investible assets for comprehensive planning.
Fee Structure
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
Location
20135 Lakeview Center Plaza, #110, Ashburn, VA, 20147