ABUNDANCE WEALTH COUNSELORS, LLC
State College, Pennsylvania
5.0
1 Review
Abundance Wealth Counselors, LLC, based out of State College, PA, is a reputable investment advisory firm catering to individuals seeking professional financial guidance. With a team of 26 dedicated employees, including nine skilled investment advisors, the firm ensures personalized wealth management services for its clients. Leveraging their expertise, Abundance Wealth Counselors assists clients in managing their assets effectively. The firm boasts an impressive average of approximately $93,650,000 in assets under management per investment advisor, aligning well with the industry average. Their compensation structure offers vari...
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Assets Under Mgmt

$1.07B

Investment Professionals

9

Locations

0

% 401K & Individual

5%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pension consulting services
Other Business Activities
Insurance broker or agent
Lawyer or law firm
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