A complete list of active advisors currently associated with Abbott Capital Management Corp.
Warmer can help you find a great advisor at Abbott Capital Management Corp. or one who fits your needs even better.
The firm primarily serves individual clients through portfolio management and financial consulting, with an emphasis on retirement and short-term goal planning. The brochure also indicates the firm advises pension and profit-sharing plan clients, a client type that is uncommon among peers. Investment advice is limited to publicly traded securities offered through a specified custodian platform, and the firm uses the custodian’s risk-and-needs questionnaire along with Morningstar ratings and major-index membership to inform allocations. Accounts may be managed on a discretionary or non-discretionary basis, portfolios employ stop‑loss floors for downside protection, and the firm aggregates trades across accounts when appropriate. The firm requires clients to custody assets on its chosen platform and receives institutional platform services and related research and technology from that custodian, which the brochure describes as soft‑dollar benefits. The brochure discloses an affiliated insurance business that can create commission conflicts of interest and reports a 2006 client complaint against a predecessor entity that was settled for $20,000.
To learn more about the advisors currently working at Abbott Capital Management Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cassel, CA
| 20
|
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