AC
AC

Abbie Watson Cone

6 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
451 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3221 Collinsworth Street, Forth Worth, TX, 76107

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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 Activities

Abbie works with Hub International and its DBAs, including Hub Retirement and Wealth Management and Hub International Texas, since 2020 and 2021. These activities are investment-related and take up a full-time commitment.

Employment History
Current Registrations
Global Retirement Partners LLC
June 2021 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
February 2021 - Present · 5 yrs
HUB International Investment Services INC.
February 2021 - Present · 5 yrs
HUB International Investment Services INC.Broker
February 2021 - Present · 5 yrs
Previous Registrations
Kestra Investment Services, LLCBroker
December 2019 - February 2021 · 1 yr 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.