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Abraham Abich

3 Years of Experience
Sells Insurance

Abraham Abich is a registered investment advisor at Abich Financial Wealth Management, LLC, based in Ashburn, VA, with 3 years of industry experience. Abraham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 498 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
498 clients
Average Client Portfolio
$457K average
Assets Under Management
$227.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)

Abich Financial Wealth Management's investment advisory fees do not exceed 1.5% of your portfolio per year, but the exact fee depends on the scope, complexity, or time required. Fees are paid monthly, based on the average daily balance of your account. The fees are deducted directly from your account.

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Location

20135 Lakeview Center Plaza, #110, Ashburn, VA, 20147

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Abraham is the President and an agent at Abich Financial Services, Inc., where he focuses on insurance sales and services, dedicating nearly full-time hours to this role. He is also a member of the Loudoun County Chamber of Commerce, dedicating minimal time.

Employment History
Current Registrations
Abich Financial Wealth Management, LLC
March 2022 - Present · 4 yrs 1 mo
State Registrations3 states
MDSCVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.