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Fees

Abunda Financial is a fee-only financial advisory firm that provides comprehensive financial advisory and investment management services. Abunda Financial does not participate in any manner in brokerage, insurance or other financial product commissions. All commission discounts obtained from brokerage firms go to the benefit of the client.

Comprehensive Financial Advisory Services

Comprehensive financial advisory services are provided under a fee-only retainer arrangement.  Advisory services included under this agreement are financial planning, investment counseling, tax planning, retirement planning and estate planning.

The annual retainer for comprehensive financial advisory services is a flat-fee that varies and corresponds directly to the complexity of the services required. Fees are calculated in advance on an annual basis, and are payable in advance on a semi-annual basis.  

Prospective clients are invited to meet for a complementary consultation.  The consultation provides a confidential opportunity to discuss individual needs and circumstances.  After this consultation, and upon request, an annual retainer fee is determined according to one’s individual needs and objectives. 

Investment Management Services

Discretionary, fee-based investment management services are provided to high net-worth individuals under a retainer agreement.  Investment management services are limited to the discretionary management of portfolios of publicly-traded securities.

Fees for discretionary investment management services vary and correspond directly to portfolio composition and portfolio size.   Fees are calculated in advance on an annual basis, and are payable in advance on a semi-annual basis.  

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Prospective clients are invited to meet for a complementary consultation.  The consultation provides a confidential opportunity to discuss individual needs and investment objectives.  Investment objectives may include preservation of capital, income, capital appreciation and/or hedging of risks.  After this consultation, and upon request, a fee is determined according to individual portfolio size and composition.