Assets Under Management
$571.0M
Number of Clients
551
Number of Advisors
9
Average Client AUM
$1.0M
AUM per Advisor
$63.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
ABLE Financial Group offers comprehensive portfolio management with financial planning, and standalone financial planning & consulting. They also provide retirement plan consulting to employer plan sponsors. Investment advice is individualized for portfolio management clients, while general advice is offered for planning and retirement plan clients.
| Assets Under Management | 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. Using the previous tier's fee percentage as the starting point for negotiation.
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258