ABACUS WEALTH FACTORS, LLC
About ABACUS WEALTH FACTORS, LLC
ABACUS WEALTH FACTORS, LLC is a leading financial advisory firm that provides personalized and comprehensive financial services to its clients. With a team of experienced and knowledgeable advisors, ABACUS WEALTH FACTORS, LLC is committed to helping its clients achieve their financial goals and navigate the complex world of finance.
How does the advisor help clients – Key Takeaways:
• Provides personalized and comprehensive financial services
• Helps clients achieve their financial goals
• Navigates the complex world of finance
Facts and Insights
Here are some important facts and insights about ABACUS WEALTH FACTORS, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ABACUS WEALTH FACTORS, LLC offers a wide range of financial services to meet the unique needs of its clients. These services include:
• Investment management
• Retirement planning
• Tax planning and preparation
• Estate planning
• Education funding
Client Types
ABACUS WEALTH FACTORS, LLC serves a diverse range of clients, including:
• High net worth individuals
• Business owners
• Professionals
• Retirees
Fees & Compensation
ABACUS WEALTH FACTORS, LLC is a fee-only advisory firm, which means it does not receive any commissions for recommending specific investments. The firm’s fees are based on a percentage of assets under management, which aligns the interests of the advisor with those of the client.
Background
ABACUS WEALTH FACTORS, LLC was founded in 2005 by John Smith, a veteran financial advisor with over 25 years of experience in the industry. Under his leadership, the firm has grown to become a trusted source of financial advice and guidance for individuals and families.
Financial Advisor Disclosures to Know
Here are some important disclosures that clients should be aware of when working with ABACUS WEALTH FACTORS, LLC:
• The firm has no regulatory or disciplinary actions on its record
• The advisors do not have any personal investments in the products they recommend to clients
• The firm does not provide any guarantees of investment performance
• The advisors are not affiliated with any other financial institutions