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Credentials
Series 63, Series 65
Experience Industry experience
21 years
Location
Cassel, CA
Abbott Capital Management Corp.
Independent
Total advisors
1Clients per advisor
89 Very HighAvg AUM per client
$490,899 TypicalHNW client ratio
9% TypicalRobert Abbott is the sole advisor at Abbott Capital Management Corp. in Cassel, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led Abbott Capital Management Corp. since 2005. Abbott Capital Management Corp. is a state-registered investment adviser serving primarily individual clients through discretionary and non-discretionary portfolio management and hourly financial consulting. The firm focuses on retirement and short-term goal planning, providing allocation advice limited to Fidelity-offered publicly traded securities and incorporating third-party research and risk analysis in portfolio management.
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001+: 1.00%
$125 per hour
Account minimum: $10,000
Cassel, CA
Cassel CA
Advisors at this office
1
Arizona · California · Texas
21 years of industry experience
Abbott Capital Management Corp.
2005 - Present • 21 years
Scottssdale, AZ
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