Abich Financial Wealth Management offers investment management and financial planning services. Investment advice can be discretionary or non-discretionary. Financial planning is offered as a complimentary service to clients engaged with the firm for asset management services. The firm requires a minimum of $500,000 in investible assets for comprehensive planning, but no minimum is required for account balance.
Assets Under Management$230M
Clients498
Advisors6
Avg. per Client$460K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Abich Financial Wealth Management's investment advisory fees do not exceed 1.5% of your portfolio per year, but the exact fee depends on the scope, complexity, or time required. Fees are paid monthly, based on the average daily balance of your account. The fees are deducted directly from your account.
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