Able Wealth Management offers portfolio management services tailored to clients' goals and risk tolerance. They develop investment policy statements and manage investments with discretionary authority. They also offer financial planning services, either integrated with investment management or as a standalone service, covering areas like retirement and tax strategies. Able Wealth Management also provides consulting services to pension and other employee benefit plans.
Assets Under Management$580M
Clients1,030
Advisors6
Avg. per Client$560K
Avg. per Advisor$97M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.8M | 1.00% |
| $1.8M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. For assets invested in the AQR Opportunity Fund, a 1% management fee is applied, inclusive of Able Wealth Management's advisory services. Standard tiered advisory fee schedule will not be applied to assets maintained within this specific fund.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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