Overview
- Headquarters
- Eden Prairie, MN
- Total Firm Assets
- $375 million
- Average High-Net-Worth Client Portfolio Size
- $3.8 million
Fee Disclosure
Source: ABBEY STREET ADV 2A BROCHURE (2025-03-19)
· View brochure text
Latest filing: ABBEY STREET ADV 2A BROCHURE (2026-03-18)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,500,000 | 1.50% |
| $1,500,001 | $6,000,000 | 1.00% |
| $6,000,001 | $10,000,000 | 0.90% |
| $10,000,001 | $20,000,000 | 0.80% |
| $20,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $57,500 | 1.15% |
| $10 million | $103,500 | 1.04% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 89.08%
- Number of High-Net-Worth Clients
- 89
- Total Client Accounts
- 139
- Discretionary Accounts
- 139
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 305107
- ABBEY STREET ADV 2A BROCHURE (2026-03-18) · View brochure text
- ABBEY STREET ADV 2A BROCHURE (2025-03-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗