ABEL Financial Management Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$116,835,298
Total clients
84
50% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
42
Average account size
$1,390,896
Client services
Fee options
$0 - $200,000: N/A (minimum fee applies) $200,001 - $500,000: 1.25% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.70% $5,000,001+: Negotiable
Account minimum: $200,000 minimum for $2,500 minimum fee (can be waived at discretion) Minimum fee: Minimum fee of $2,500 for clients with less than $200,000 under management, waiver possible at discretion Fee-only: Financial consulting fees up to $10,000 annually; $1,500 minimum for one-time consulting meeting
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
ABEL Financial Management Co.
Eldersburg MD, United States
Number of offices
2
Quick links
Advisors at this firm
Steve S
Verified by Warmer
CFP®
Eldersburg, MD
ABEL Financial Management Co.
Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.
Rita A
CFP®, PFS™, Series 63
Eldersburg, MD
ABEL Financial Management Co.
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