Abacus Wealth Partners Fees & Minimum

Overview

Headquarters: Santa Monica, CA
Total Firm Assets: $3.6 billion
Average High-Net-Worth Client Portfolio Size: $3.8 million

Fee Disclosure

Source: ABACUS WEALTH PARTNERS, LLC FIRM BROCHURE (2026-09-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$3,000,000	1.00%
$3,000,001	$5,000,000	0.75%
$5,000,001	$15,000,000	0.50%
$15,000,001	and above	0.25%

Stated Minimum Annual Fee: $1,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$45,000	0.90%
$10 million	$70,000	0.70%
$50 million	$182,500	0.36%
$100 million	$307,500	0.31%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 79.06%
Number of High-Net-Worth Clients: 747
Total Client Accounts: 6,030
Discretionary Accounts: 6,021
Non-Discretionary Accounts: 9

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 128590

ABACUS WEALTH PARTNERS, LLC FIRM BROCHURE (2026-09-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Abacus Wealth Partners