Angela Simmons is a CFA-designated registered investment advisor at Abs Legacy Partners, LLC, based in Hickory, NC, with 21 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 36 clients with $670M in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
ABS Legacy Partners offers asset management and comprehensive portfolio management services. The maximum annual fee charged for either service will not exceed 1.75% or 2.00%, respectively. Fees are billed quarterly in advance, based on the value of the account on the last day of the previous quarter. Fees are negotiable and deducted from client accounts. Clients utilizing third-party managers will not be charged a combined annual fee exceeding 2.00%. This fee is in addition to any fees assessed by the chosen third-party money manager.
Location
3048 North Center Street, Hickory, NC, 28601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abs Legacy Partners, LLC
Previous Registrations
Everett Harris & CO
State Registrations1 state
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