Advisor at ABS Legacy Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ABS Legacy Partners, LLC
Location
Hickory, NC 28601
Credentials
CFA®
Industry experience
21 years
Angela Simmons is a CFA® charterholder with 21 years of experience in the financial advisory industry. She has worked at Everett Harris & Co for 30 years before joining ABS Legacy Partners, LLC, where she has been advising clients since 2020. Simmons operates as the sole advisor at ABS Legacy Partners in Hickory, NC. ABS Legacy Partners provides fiduciary investment advisory services to individuals, including high-net-worth clients, as well as trusts, retirement accounts, and business entities. The firm offers discretionary asset management, comprehensive portfolio management, and standalone financial planning, utilizing individualized portfolios with a range of investment types and ongoing due diligence of third-party managers.
Based on ABS Legacy Partners, LLC
Based on ABS Legacy Partners, LLC
Flat fees range from $10,000 to $200,000 for financial planning and consulting services
$0+: Up to 1.75% annually for Asset Management service $0+: Up to 2.00% annually for Comprehensive Portfolio Management service $0+: Up to 2.00% combined annual fee maximum for clients utilizing third party managers
Up to $250 per hour for financial planning and consulting
Account minimum: $1,000,000 Fee-only: Hourly fees up to $250 per hour; Flat fees range from $10,000 to $200,000 for financial planning and consulting
3048 North Center Street
Hickory, NC 28601
North Carolina
ABS Legacy Partners, LLC
2023 - Present (3 years)
ABS Legacy Partners, LLC
2020 - 2023 (3 years)
Everett Harris & Co
1993 - 2023 (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.
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