Abbey Street provides advisory and consulting services for corporate retirement plans and private family & multi-generational wealth. For individuals and families, Abbey Street offers planning services like wealth creation forecasting, income forecasting, cash flow analysis & budgeting, asset appreciation evaluations, & debt structures. Abbey Street also provides consulting services, acting as a central point of contact for clients' financial affairs, and portfolio management, drawing on experience from institutional retirement plans.
Assets Under Management$320M
Clients148
Advisors8
Avg. per Client$2.1M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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