The Abernathy Group II LLC provides financial planning and investment management services. Services are offered through The Abernathy Group II Family Office, Separately Managed Accounts, and investment management to a private fund. The firm also offers pension consulting services. The Family Office provides advice on various financial matters, including asset protection, tax reduction, estate planning, and access to medical care. Separately Managed Accounts are customized for each family's needs and time horizon.
Fee Structure
Abernathy Group II offers investment management through separately managed accounts. The fee for these accounts ranges from 0.39% to 2.00% of the assets managed per year, charged quarterly in advance. For clients who are members of the Abernathy Family Office, the separately managed account may be included in the Family Office service fee.