Abbey Street
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$375,133,589
Clients
138
Advisors
8
of 13 employees
About
Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, providing retirement plan consulting and oversight as well as private wealth planning, portfolio management, and consulting for individuals, families, trusts, estates, charitable organizations, foundations, and corporations. Plan services include institutional investment consulting (3(21) and 3(38) options), fiduciary consulting and oversight, vendor management, and plan design support.
The firm follows an independent, fiduciary-oriented investment process that blends quantitative and qualitative analysis with an emphasis on diversification, strategic asset allocation, manager selection, and ongoing due diligence. Abbey Street applies institutional processes and model input alongside professional judgment to manage discretionary mandates and to support committees that retain decision-making authority.
Abbey Street provides regular written communications, including formal annual fiduciary plan reviews and quarterly performance reports with market commentary, and maintains participant engagement offerings that range from one-on-one advice to group education and scheduled Financial Wellness workshops. The firm documents operational practices such as flexible billing arrangements for plan services and the use of Standing Letters of Authorization for client-directed transfers, which are relevant to clients’ custody and operational considerations.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,500,000: 1.50% annually $1,500,000 - $6,000,000: 1.00% annually $6,000,000 - $10,000,000: 0.90% annually $10,000,000 - $20,000,000: 0.80% annually Over $20,000,000+: Negotiable
Commissions may be received from the sale of insurance products
Fee-only: Negotiated fee based on percentage of assets under management or fixed fee; standalone financial planning $250-$1,000 per month
Main office
11095 Viking Drive, Suite 410
Eden Prairie MN 55344
Advisors at this office
8
Most active in
Florida · Minnesota · Oregon · Texas · Wisconsin
Also doing business as
Abbey Street · Abbey Street, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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