ABACUS WEALTH PARTNERS understands that each client is different and has specific requirements that's why they offer a customized approach to investment solutions.Ĭlients can choose from various fee structures based on the service provided by ABACUS WEALTH PARTNERS. The firm also attends to pooled investment vehicles, pension or profit-sharing plans, charitable organizations, and other corporation types not listed. Whether it's individuals looking to grow their portfolio or high-net-worth individuals seeking to safeguard their wealth, ABACUS WEALTH PARTNERS has a range of services to address their unique needs. Overall, Abacus Wealth Partners is an experienced and comprehensive firm that puts their clients' interests first by offering fee-only services.ĪBACUS WEALTH PARTNERS is a reputable financial advisory firm that caters to various types of clients. This unique offering sets them apart from other firms and allows them to provide clients with a holistic approach to their financial needs.
They also provide portfolio management services for businesses or institutional clients, pension consulting services, and selection of other advisors.Īlong with their investment advisory services, Abacus Wealth Partners also offers consulting services. Abacus has a fee-only fee arrangement, which means they do not receive compensation from any other sources other than their clients.Ībacus Wealth Partners offers a wide range of services, including financial planning, portfolio management for individuals and small businesses, and portfolio management of pooled investment vehicles.
The firm was founded in 2004 and is headquartered in Santa Monica, CA. Abacus Wealth Partners is a registered investment advisory firm that provides investment advice only.
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