A complete list of active advisors currently associated with Aber Investments
Warmer can help you find a great advisor at Aber Investments or one who fits your needs even better.
Aber Investments is an independent registered investment adviser serving a small number of individual clients with portfolio management and related advisory services. The firm reports $31.2 million in assets under management and states it charges clients on a percentage-of-AUM fee basis. Their brochure describes methods of analysis, investment strategies, risk disclosures, and procedures for periodic account reviews, indicating documented processes for investment selection and monitoring. Sections covering review of accounts, custody, and investment discretion describe how the adviser oversees client accounts and compliance matters directly. What is distinctive is the firm’s very small client base relative to its assets under management — nine client relationships imply an average account size above $3 million, which is larger than typical for independent advisers that more often serve non‑HNW individuals. The brochure also includes a section on performance-based fees and side‑by‑side management, an item that is less common for firms of this size.
To learn more about the advisors currently working at Aber Investments, 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 |
|---|---|---|
Boca Raton, FL
| 19
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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