Abg Consultants

ABG Consultants, LLC, established in 2004, specializes in providing personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm operates strictly on a fee-only basis and does not sell commissioned products. Clients can opt for either discretionary or non-discretionary investment advice, with trades executed under a limited power of attorney. ABG Consultants does not act as a custodian of client assets. The firm's investment strategies primarily focus on strategic asset allocation, utilizing no-load or low-load mutual funds and exchange-traded funds. Clients are charged asset-based fees ranging from 0.20% to 1.00% for individual accounts, with financial planning fees ranging from $300 to $1,500. Retirement plan fees are 0.25% of plan assets, with a minimum annual fee of $800. ABG Consultants also offers advisory services for Health Savings Accounts, with fees starting at 0.01%. The firm does not charge performance-based fees and provides investment advice to various client types, including individuals, retirement plans, trusts, estates, and businesses. ABG Consultants employs security analysis methods such as charting, fundamental analysis, and technical analysis, and implements strategies like long-term purchases, short-term purchases, and trading. Clients are periodically reviewed, and the firm provides regular reports and updates on account performance and holdings. ABG Consultants does not receive compensation from third parties for providing investment advice and does not vote proxies on client securities.