Abner, Herrman & Brock (AHB) offers investment management and advisory services to individuals, high net worth individuals, trusts, estates, retirement accounts, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. AHB also provides investment management services for wrap fee programs sponsored by other firms. Investment decisions are made by the Investment Policy Committee, and portfolio managers oversee client accounts to implement these decisions based on client goals and risk tolerance.
Fee Structure
AHB charges a percentage of the value of your portfolio each year, paid quarterly in advance. The annual rate ranges from 0.25% to 1.40% and is negotiable. The specific fee is set forth in your Investment Advisory Agreement. Fees will be adjusted for additional assets added to the account over $25,000 during the billing period. The adjustment will be applied to the advisory fee the following quarter.