About
Abacus Capital Advisors is a reputable financial advisory firm with decades of combined experience. Their team offers expert guidance and personalized solutions to help clients achieve their financial goals. They have a deep understanding of financial markets and have successfully helped numerous clients make informed decisions. With $500 million in assets under management and a team of 10 advisors, Abacus Capital Advisors serves a diverse group of clients, including individuals, high-net-worth individuals, businesses, and non-profit organizations. They offer a wide range of financial services, including investment management, retirement planning, and wealth management. As a fee-only advisor, they are compensated through a percentage of the assets they manage for their clients, ensuring that their interests are always aligned. The team at Abacus Capital Advisors operates with transparency and follows all industry regulations, providing peace of mind to clients.
Founded by experienced financial advisors, Abacus Capital Advisors takes a client-focused approach and is committed to building long-lasting relationships. They are dedicated to helping clients secure their financial future and disclose any potential conflicts of interest or disciplinary actions as a registered investment advisor. Trust in Abacus Capital Advisors for expert guidance and personalized solutions for all your financial needs.
Key Takeaways
Expert guidance on financial matters Personalized solutions for clients Decades of combined experience Trusted and reputable company
Facts & Insights
ABACUS CAPITAL ADVISORS has successfully helped numerous clients reach their financial goals through their expert guidance and personalized solutions. The company has a deep understanding of financial markets and uses this knowledge to help clients make informed decisions.
Assets, Advisors & Tenure
{table} Assets Under Management $500 million Number of Advisors 10 Time in Business 15 years
Financial Services Offered
- Investment management
- Retirement planning
- Wealth management
- Tax planning
- Estate planning
- Insurance services
- Education planning
Client Types
- High-net-worth individuals
- Businesses and corporations
- Non-profit organizations
Fees & Compensation
ABACUS CAPITAL ADVISORS is a fee-only advisor, meaning they do not receive commissions or compensation from third-party products or services. Instead, they are compensated through a percentage of the assets they manage for their clients. This ensures that the team at ABACUS CAPITAL ADVISORS always has the best interests of their clients in mind.
Background
ABACUS CAPITAL ADVISORS was founded by a team of experienced financial advisors who saw the need for personalized and expert financial guidance. They take a client-focused approach and strive to build long-lasting relationships with their clients. The team at ABACUS CAPITAL ADVISORS is committed to helping clients reach their financial goals and securing their future.
Disclosures
- ABACUS CAPITAL ADVISORS operates with the utmost transparency and follows all industry regulations and standards. As a registered investment advisor, they are required to disclose any potential conflicts of interest or disciplinary actions. Clients can rest assured that their financial advisor at ABACUS CAPITAL ADVISORS has their best interest in mind.
Firm Facts
- Primary Business Name
- ABACUS CAPITAL ADVISORS
- Organization CRD
- 309295
- Legal Name
- ABACUS CAPITAL ADVISORS