Advisor at Abridge 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
Abridge Partners, LLC
Location
Kennett Square, PA 19348
Credentials
Series 65
Industry experience
1 year
Marissa Frizzell is a financial advisor at Abridge Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC and Sei. Abridge Partners serves primarily high-net-worth individuals, their trusts, estates, and retirement accounts, as well as charitable organizations and corporate entities. The firm offers financial planning, consulting, and investment management using a strategic asset-allocation framework and a core-satellite portfolio construction that includes both passive and active investments.
Based on Abridge Partners, LLC
Based on Abridge Partners, LLC
Flat fees or combination of flat fee and percentage based fees may be charged; negotiable
$0 - $3,000,000: 1.00% annually $3,000,001 - $6,000,000: 0.85% annually $6,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.65% annually $20,000,001+: Negotiable
Advisory professionals may receive commission-based compensation for sale of insurance products (commissions for insurance sales)
Hourly charges may be applied for financial planning and consulting services; payment negotiated at time of engagement
Fee-only: Fee-only compensation; fees typically based on assets under management or flat amount; all fees negotiable
602 Peacock Lane
Kennett Square, PA 19348
Pennsylvania
Abridge Partners, LLC
2025 - Present (1 year)
Proteus, LLC
2021 - 2025 (4 years)
Sei
2012 - 2021 (9 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Verified by Warmer
Series 65
Chadds Ford, PA
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John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
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3rd Level Analytics
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