A complete list of active advisors currently associated with Abundit Wealth
Warmer can help you find a great advisor at Abundit Wealth or one who fits your needs even better.
Abundit Wealth is a small registered investment adviser that serves individual clients — including high-net-worth individuals — and pension/profit-sharing plans. The firm offers comprehensive financial planning, discretionary portfolio and wealth management, and pension consulting services tailored to each client. The firm develops written investment policy statements and generally follows modern portfolio theory and a long-term, systematic investing approach, using broadly diversified mutual funds and ETFs with a small- and value-tilt and periodic rebalancing. Abundit Wealth also uses a third-party turnkey asset management provider (Focus Partners) for portfolio implementation, account administration and reporting, and manages most client accounts on a discretionary basis. A distinctive aspect of the firm is that the principal is a licensed insurance agent and may recommend or sell commissionable insurance products to clients, a conflict of interest that the brochure discloses. The brochure also notes a small client base managed by a single principal, the availability of non-discretionary unmanaged accounts without adviser fees in limited circumstances, a requirement that clients use Schwab Institutional for custody, and a practice of not aggregating trades for multiple client accounts.
To learn more about the advisors currently working at Abundit Wealth, 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 |
|---|---|---|
San Jose, CA
| 21
|
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