Able Wealth Management LLC

Able Wealth Management LLC is a financial advisory firm established in July 2018, based in Lakewood, NJ. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They offer services such as investment strategy, asset allocation, and regular portfolio monitoring. The firm requests discretionary authority from clients to make investment decisions in accordance with fiduciary duties. Able Wealth has agreements with third-party platforms like Pontera for managing "Held Away" assets and StoneCastle Network for a Federally Insured Cash Account Program. The firm's fee structure ranges from 1.00% to 0.50% based on total assets under management. They do not participate in wrap fee programs and offer consulting services for pension plans. Able Wealth uses fundamental analysis and modern portfolio theory for investment strategies, with a focus on long-term trading. Clients have the option to impose restrictions on investments based on personal values. The firm reviews client accounts quarterly and provides detailed reports. They do not accept performance-based fees and do not have any disciplinary actions on record. Able Wealth does not have custody of client assets and provides both discretionary and non-discretionary investment advisory services.