Abound Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,000,000
Clients
5
Advisors
1
of 1 employees
About
Abound Investments advises both individual clients, including high‑net‑worth individuals, and corporate pension and profit‑sharing plans. The firm offers discretionary asset management, financial planning, non‑discretionary advice and insurance planning, and provides consulting and education services tailored to retirement plan sponsors and plan participants.
The firm implements portfolios primarily through allocations to individual stocks, with mutual funds, ETFs and other vehicles used as appropriate, and uses proprietary strategies while generally managing accounts on a discretionary basis unless clients impose restrictions. Client engagement begins with an initial interview to establish goals and risk tolerance, and accounts receive individualized treatment with ongoing monitoring and periodic reviews.
Statistically uncommon for its peer group, the firm provides plan‑level pension consulting and ongoing oversight of pooled retirement plan options, coordinates with plan providers on billing arrangements, and conducts sponsor compliance reviews and participant education sessions. Operationally, the firm relies on custody and brokerage arrangements that support block trading and consolidated reporting, maintains formal safekeeping practices related to fee deductions, and follows a written Code of Ethics.
Client services
Expertise
Fee options
Flat fees may be charged, especially for pension and profit sharing plans or financial planning services.
$0+: up to 1% annually for pension and profit sharing plans $0+: up to 2% annually for individual managed asset accounts
Certain non-qualified retirement plans or insurance based plans may be paid on commission basis if client is notified in writing beforehand.
Non-managed financial advice and financial planning billed on an hourly or flat dollar amount.
Fee-only: Fees are charged on a fee-only basis for advisory services, excluding certain non-qualified retirement or insurance plans which may be commission-based if disclosed.
Main office
Burlington NC
Advisors at this office
1
Most active in
Florida · North Carolina
Also doing business as
Abound Investment Solutions · Abound Investments · Abound Pension Solutions · Isley, David A.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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