Abingworth Management Inc

CRD#157466
Investment Advisor Firm

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Overview

Abingworth Management Inc operates as a financial advisory firm that has its headquarters in Menlo Park, California. The firm handles $1.2 billion in assets over six customer accounts, making it one of the larger investment advisory firms in the United States by assets under management (AUM). It has a small team of 18 employees, including eight financial advisors. Abingworth Management Inc is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like options, bonds and equities.

Abingworth Management Inc oversees all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by a portfolio manager without requiring client authorization. The firm's typical account size is $200.4 million. The average advisor at Abingworth Management Inc manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.

The firm's main office is located at 3000 Sand Hill Road, Menlo Park, California 94025. Abingworth Management Inc is legally permitted to provide services to investors throughout a number of states, including California and Massachusetts.

Number of Advisors

8

Disclosures

No

Office Location

3000 Sand Hill Road
Menlo Park, CA 94025

Abingworth Management Inc by the Numbers

Total Number of Employees

18

National Average: 4,943
Total Number of Accounts

6

National Average: 2,522
Average Account Size

$200.4 million

National Average: $1.3 million

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Fee Structure

Fees charged by financial advisors typically vary depending on the services provided. Fees charged by the firm can be comprised of some blend of the following fee structures: asset-based, performance-based or other. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 12% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

It works with pooled investment vehicles. Out of its six customers, Abingworth Management Inc's largest client is pooled investment vehicles. About 100% of the company's accounts reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Abingworth Management Inc does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA