ABW, LLC provides investment management services where they make investment decisions for you based on your goals and risk tolerance. They also offer services to retirement plans, helping plan sponsors with their investment decisions. Additionally, ABW provides financial planning and consulting services, including creating financial plans and ongoing financial advice.
Assets Under Management$13M
Clients72
Advisors2
Avg. per Client$180K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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