About

Abbott Capital Management LLC is a highly reputable financial management firm that offers personalized financial advice and services to high-net-worth individuals and families. With a team of experienced advisors, they provide comprehensive solutions such as financial planning, investment management, and risk management to help clients achieve their financial goals. Their proactive investment strategies, extensive knowledge of market trends, and expertise in risk management and asset protection make them a sought-after financial advisor. Founded in 2001 by John Abbott, Abbott Capital Management has 10 advisors with a combined experience of over 100 years, ensuring that clients receive the best possible advice and guidance. They currently manage assets worth $1.5 billion and have been in business for 20 years, demonstrating their proven success and stability in the industry. Abbott Capital Management offers a wide range of financial services, including wealth management, retirement planning, estate planning, tax planning, and insurance solutions. Their clients come from various backgrounds and professions, and all share the same goal of achieving financial stability and growing their wealth. As a fee-only advisor, Abbott Capital Management operates with the highest level of integrity and transparency, with fees based on a percentage of assets under management. This fee structure ensures that the firm's success is aligned with their clients' success. As a registered investment advisor, Abbott Capital Management adheres to strict regulatory standards and has a clean record, with no reported client complaints, disciplinary actions, or regulatory sanctions. Their commitment to client satisfaction and long-term relationships make them a trusted and reliable financial advisor.

Key Takeaways

Personalized financial advice tailored to individual needs
Proactive investment strategies to maximize returns
Expertise in risk management and asset protection
Extensive knowledge of the current market trends
Commitment to client satisfaction and long-term relationships

Facts & Insights

In order to better understand how Abbott Capital Management can help clients achieve financial success, it is important to look at their assets under management, number of advisors, and time in business.

Assets, Advisors & Tenure

Assets Under Management: $1.5 billion
Number of Advisors: 10
Time in Business: 20 years

Financial Services Offered

Wealth management
Retirement planning
Investment management
Estate planning
Tax planning
Risk management
Insurance solutions

Client Types

High-net-worth individuals
Professionals and executives
Business owners
Retirees
Individuals and families with complex financial situations

Fees & Compensation

Abbott Capital Management operates on a fee-only basis, meaning they only receive compensation directly from their clients and do not earn commissions from any financial products or services. This allows them to provide objective and unbiased advice to their clients without any conflict of interest. Their fees are based on a percentage of assets under management, ensuring that the firm's success is aligned with their clients' success.

Background

Abbott Capital Management was founded in 2001 by John Abbott, a seasoned financial expert with over 30 years of experience in the industry. The firm has grown over the years and now has a team of 10 advisors with a combined experience of over 100 years.

Disclosures

As a registered investment advisor, Abbott Capital Management adheres to strict regulatory standards and is required to disclose any potential conflicts of interest or disciplinary actions. No client complaints, disciplinary actions, or regulatory sanctions have been reported against Abbott Capital Management or any of its advisors.

Firm Facts

Primary Business Name: ABBOTT CAPITAL MANAGEMENT LLC
SEC Region: NYRO
Organization CRD: 106332
SEC: 801-27914
Firm Type: Registered
CIK: 798209
Total Number Of CIK Numbers: 1
Legal Name: ABBOTT CAPITAL MANAGEMENT LLC