About ABACUS WEALTH INTERNATIONAL (AWI)
ABACUS WEALTH INTERNATIONAL (AWI) is a leading financial advisory firm, providing expert financial guidance and solutions to clients around the world. With a team of highly experienced advisors, AWI aims to help individuals and businesses achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial advice and solutions based on each client’s unique needs and goals
- Provides a wide range of financial services, including investment management, retirement planning, and risk management
- Committed to building long-term relationships with clients and helping them navigate the ever-changing financial landscape
Facts and Insights
The following table provides a snapshot of ABACUS WEALTH INTERNATIONAL’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50+ | 20+ years |
Financial Services Offered
ABACUS WEALTH INTERNATIONAL offers a comprehensive range of financial services to meet the diverse needs of its clients. These include:
- Investment Management: AWI’s team of experienced investment advisors provide personalized portfolio management services, helping clients make smart and informed investment decisions.
- Retirement Planning: With a focus on long-term financial security, AWI offers retirement planning services to help clients achieve their retirement goals.
- Risk Management: AWI helps clients protect their assets and plan for the unexpected with risk management services, such as insurance planning and estate planning.
Client Types
ABACUS WEALTH INTERNATIONAL serves a diverse range of clients, including individuals, families, and businesses. Its team of advisors has experience in working with clients from various industries and backgrounds, and is equipped to meet their unique financial needs.
Fees & Compensation
ABACUS WEALTH INTERNATIONAL charges a fee for its financial advisory services, based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, and there are no conflicts of interest.
Background
ABACUS WEALTH INTERNATIONAL was founded in 2000 and has since established a strong reputation in the financial advisory industry. The firm’s team of advisors has an average of 15 years of experience in the financial services industry and undergoes regular training and education to stay updated on the latest market trends and strategies.
Financial Advisor Disclosures to Know
As a trusted financial advisor, ABACUS WEALTH INTERNATIONAL adheres to strict ethical standards and regulations. This includes disclosing any potential conflicts of interest and fully disclosing all fees and compensation structures to clients.