Aberle Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$66,086,219
Total clients
67
33% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
34
Average account size
$986,361
About
Aberle Investment Management provides fee‑only investment management and foundational financial planning to individuals, high‑net‑worth families, trusts, estates, and certain businesses, with an emphasis on long‑term capital preservation and growth. The firm offers ongoing portfolio management for individual clients and also advises on held‑away assets such as employer retirement plan accounts, annuities, and variable life products.
The investment process combines longer‑term thematic and strategic allocation with a shorter‑term tactical sleeve informed by sentiment indicators and quantitative tools, implemented principally through no‑load mutual funds and exchange‑traded funds alongside other securities as appropriate. Accounts are managed using model allocations that are monitored and adjusted over time, and trades are commonly batched to promote uniform execution across client accounts.
Distinctive features include household‑level fee aggregation that may incorporate held‑away assets into the relationship calculation and, in limited circumstances, a segregated flat fee for certain held‑away accounts — an approach that differs from many peers that exclude non‑custodial assets. The firm delivers deeper planning through an ongoing, coaching‑style structure with an online planning portal rather than a single, one‑time deliverable, and it leaves proxy voting to clients or their designees.
Client services
Fee options
Possible flat fee for held-away accounts or non-investment advisory planning clients (discretionary)
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $6,000,000: 0.75% $6,000,001+: 0.60%
Hourly financial coaching and planning rate up to $300/hour
Minimum fee: Minimum quarterly advisory fee of $400, pro-rated for partial quarters Fee-only: Fee-only basis; no commissions or additional fees from other sources
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Aberle Investment Management LLC
Eagle CO, United States
Number of offices
3
Forms ADV
Quick links
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