Advisor at Abbit Management Corp
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Firm
Abbit Management Corp
Location
Grand Haven, MI 49417
Credentials
Series 63, Series 66
Industry experience
15 years
James Slater is a financial advisor at Abbit Management Corp in Grand Haven, MI, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Abbit Management Corp since 2012. Abbit Management Corp provides fee-based, discretionary portfolio management primarily to individuals, including high net worth clients, as well as corporate entities and financial institutions, and offers retirement plan services. The firm is notable for its involvement with funeral industry trust management and related financial products, alongside its use of long-term conservative investment strategies adjusted as needed to meet client objectives.
Based on Abbit Management Corp
$85 one-time processing fee for adding a life insurance policy to the Life Insurance Trust for Preneed Contracts
Typically up to 1.5% annually, negotiated and based on the account and level of service
16986 Robbins Rd, Suite 100
Grand Haven, MI 49417
Michigan
Abbit Management Corp.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Series 66
Nunica, MI
SkySail Wealth Management LLC
Series 63, Series 66
Grand Haven, MI
MSDR Partners, LLC
Series 65
Grand Haven, MI
Abbit Management Corp
Series 63, Series 65
Grand Haven, MI
Strategic Financial Group, L.L.C.
Series 65
Grand Haven, MI
Abbit Management Corp
CFP®, Series 66
Grand Haven, MI
MMG Wealth Management
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