Able Financial Group, LLC

ABLE Financial Group, LLC is a financial advisor firm based in Scottsdale, AZ, established in 2023. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. ABLE Financial Group offers services such as Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. For Comprehensive Portfolio Management, the firm charges annual advisory fees based on a tiered schedule ranging from 0.75% to 1.25% of the account value. Financial Planning & Consulting services are offered on an hourly or flat fee basis, with maximum fees not exceeding $600 per hour or $35,000 flat fee. Retirement Plan Consulting services are billed hourly, flat fee, or as a percentage of plan assets under management, with fees not exceeding 1.00%. The firm's investment strategies include asset allocation, alternative investments like structured notes, fixed income securities, long-term and short-term purchases, private equity, and options. ABLE Financial Group does not charge performance-based fees and requires a minimum account balance of $500,000 for Comprehensive Portfolio Management clients. The firm recommends Pershing Advisor Solutions LLC as a custodian for client assets and executes transactions through them. ABLE Financial Group does not accept proxy authority to vote client securities and does not have any financial conditions that impair its ability to meet obligations to clients.