What Types of Accounts Does ABE Capital Manage?

  • Individual/Joint Accounts
  • Retirement Accounts
  • Trust Accounts
  • Charitable Accounts
  • Custodial Accounts
  • Corporate Accounts

Can ABE Capital Management Customize an Account for Me?

Whether a client has a socially responsible mandate or is seeking a more aggressive strategy like the ABE Stock Strategy, our separately managed account structure enables ABE to customize a portfolio to meet the individual needs of a client.

Does ABE Capital Management consider tax efficiency when making investment decisions?

As a long-term investor, ABE Capital Management’s investment philosophy is naturally aligned with tax efficiency. Furthermore, we attempt to strategically allocate client investments to maximize tax efficiency where clients have both taxable and non-taxable accounts.

Is there a minimum investment to be a client with ABE Capital Management?

There is a minimum relationship balance of $1,000,000 for our asset management service which may be negotiable based on each client’s circumstances.

What are ABE Capital Management’s Fees for its Services?

ABE Capital Management’s fee schedule:

Assets Under Management Annual Percentage of Assets Charge
$0 to $1,000,000 1.3%
Over $1,000,000 1.0%

When I have a question about my account or about a broader financial planning inquiry, who can I reach out to?

Our Founder, Eric Nelson, is personally available to help clients navigate both the investment markets and their personal financial matters including, but not limited to, financial planning, career strategies, and networking opportunities. He is happy to leverage his personal network to help clients across a range of personal and professional matters.