ABACUS WEALTH PARTNERS
Santa Monica, California
5.0
1 Review
Abacus Wealth Partners, headquartered in Santa Monica, CA, is a renowned regional investment advisory firm with a team of 71 dedicated professionals. With 36 expert advisors specializing in investment advisory services, Abacus Wealth Partners stands out in the industry. Their impressive average of $250,000,000 in assets under management per investment advisor surpasses the industry average, reflecting their commitment to excellence. The firm's compensation structure is diverse, offering various types, including a percentage of assets under management. With over 1,030 individual clients and a staggering $2,834,445,000 in assets un...
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Assets Under Mgmt

$2.83B

Investment Professionals

36

Locations

15

% 401K & Individual

23%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other: CONSULTING SERVICES
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