Abbey Street

Abbey Street, LLC, established in 2018, is a financial advisor firm specializing in Corporate Retirement Plan Services and Private Family & Multi-Generational Wealth management. With $315,133,609 in assets under management as of December 31, 2024, Abbey Street offers fiduciary investment consulting services for corporate retirement plans, including investment manager search, fiduciary consulting, vendor management, and plan design consulting. The firm's investment philosophy emphasizes diversification, asset allocation, and risk management, tailored to individual client needs. Clients may engage Abbey Street for discretionary portfolio management. Abbey Street charges fees based on a negotiated percentage of assets under management or a fixed fee, with fee structures varying for different asset levels. The firm does not charge performance-based or side-by-side management fees. Abbey Street does not impose account minimums and provides services to various client types. The firm maintains a Code of Ethics, ensuring high standards of business conduct and client confidentiality. Abbey Street does not participate in referral arrangements or revenue sharing. The firm does not accept proxy-voting authority on behalf of clients and does not charge clients in advance. Clients are encouraged to review their accounts regularly, and Abbey Street maintains strict privacy policies to protect clients' non-public personal information. For more information, clients can contact Daniel Mulheran at (952) 224-7272 or [email protected].