Aba Capital provides investment advisory services to individuals, high net worth individuals, trusts, corporations, and estates. Aba Capital creates tailored portfolios based on client's financial objectives, risk tolerance, and cash needs. Aba Capital offers discretionary investment management services, managing client accounts without prior consultation after establishing investment objectives and asset allocation.
Assets Under Management$12M
Clients7
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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