ABG Consultants offers investment management, financial consulting, and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. Financial planning covers investment planning, life insurance, tax concerns, retirement and estate planning, education planning, and budgeting. ABG Consultants invests primarily in no-load or low-load mutual funds and exchange-traded funds through qualified custodians.
Assets Under Management$580M
Clients2,898
Advisors4
Avg. per Client$200K
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
ABG Consultants charges a fee based on the value of your portfolio, ranging from 0.20% to 1.00% per year. This fee is calculated at the end of each quarter. The specific fee is detailed in your advisory agreement.
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