Abunda Financial is a fee-only advisory firm that provides holistic financial advisory and investment management services. Clients retain us for either or both 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 our clients.
Holistic Financial Advisory Services
Financial advisory services are provided under an annual fee-only retainer agreement. Advisory services included are financial planning, tax planning, investment counseling, retirement planning and estate planning.
The annual retainer for holistic financial advisory services is a flat-fee that varies and corresponds to the scope and complexity of the services required. Fees are calculated in advance on an annual basis and are payable in advance as quarterly installments.
Prospective clients are invited to meet for a complimentary consultation. The consultation provides a confidential opportunity to discuss individual needs and circumstances. After this consultation, and upon request, an annual retainer is determined according to one’s individual needs and objectives.
Investment Management Services
Fee-based investment management services are provided to high net-worth individuals under a retainer agreement. Investment management services pertain to portfolios of publicly-traded securities and are provided on either a discretionary or non-discretionary basis.
Fees for investment management services vary and correspond to portfolio composition and portfolio size. Fees are calculated and payable in advance on a quarterly basis.
Prospective clients are invited to meet for a complimentary 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 risk. After this consultation, a fee arrangement is determined according to the individual portfolio size, composition and objectives.