ABLE Financial Group offers investment advice and financial planning to individuals and other clients. Services include comprehensive portfolio management with investment in stocks, bonds, ETFs, and mutual funds, as well as standalone financial planning covering retirement, estate, tax, and education planning. ABLE also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$570M
Clients551
Advisors9
Avg. per Client$1M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiable for accounts over $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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