Able Financial Group, LLC
Assets Under Management
$571.0M
Number of Clients
551
Number of Advisors
9
Average Client AUM
$1.0M
AUM per Advisor
$63.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ABLE Financial Group provides investment advisory services, including comprehensive portfolio management and financial planning. They work with clients to understand their financial situation and goals, offering investment advice and ongoing portfolio monitoring. They also offer retirement plan consulting services to employer plan sponsors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees negotiable for accounts over $15,000,000.
Fee Estimator
For portfolio management, fees are based on a percentage of your assets under management. For financial planning and consulting, fees are charged hourly (up to $600/hour) or as a flat fee (up to $35,000). Retirement plan consulting is billed hourly (up to $500/hour), as a flat fee (up to $25,000), or as a percentage of plan assets (up to 1.00%). Fees are negotiable. A minimum account balance of $500,000 is generally required for Comprehensive Portfolio Management, but this may be waived.
Areas of Practice
Location
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258