Abacus Wealth Partners provides financial planning, consulting, and investment management services. They work with clients to understand their financial goals and allocate assets accordingly, providing ongoing supervision of accounts. Abacus may recommend independent investment managers and uses mutual funds and exchange-traded funds. They also offer access to the eMoney Advisor platform for clients to view their complete asset allocation.
Assets Under Management$3.3B
Clients1,544
Advisors44
Avg. per Client$2.1M
Avg. per Advisor$74M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Private, illiquid investments are charged 2%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
44 Advisors at this firm
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