Marissa Frizzell is a registered investment advisor at Abridge Partners, LLC, based in Kennett Square, PA, with 1 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 120 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.20% |
The total managed account fee will include Abridge Partners’s tiered fee as outlined in the fee schedule (negotiable), plus a model manager and platform fee if the sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable). There will be a $15,000 minimum fee, applicable only to portfolios of less than $1.5 million. For portfolio values less than $1.5 million, clients may be able to obtain comparable services at a lower cost elsewhere. Quarterly performance reports are available for an additional fee of $1,500 per year for accounts below $1.5 million. All fees and minimums are negotiable at our sole discretion.
Fee Estimator
Location
602 Peacock Lane, Kennett Square, PA, 19348
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Abridge Partners, LLC
Previous Registrations
Proteus, LLC
State Registrations1 state
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