Ab2 Capital Partners LLC

CRD#318038
Investment Advisor Firm

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Learn more about Ab2 Capital Partners LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Ab2 Capital Partners LLC operates as an advisory company based in Hollywood, Florida. The firm handles $867.0 million in total assets throughout 14 customer accounts, placing it among the bigger firms in the country by assets under management (AUM). The company has a small team, including 1 financial advisor. Ab2 Capital Partners LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as bonds, equities and options.

    Ab2 Capital Partners LLC administers zero of the company's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell decisions for the client's account without requiring the client's consent. Ab2 Capital Partners LLC also administers 14 non-discretionary accounts with a total of $867.0 million in assets. The company supervises roughly $61.9 million in assets for each customer account. The typical financial advisor at Ab2 Capital Partners LLC administers around 14 client accounts, placing it among the more personalized advisor firms in the country.

    Ab2 Capital Partners LLC's central office is at 1201 S Ocean Drive, Hollywood, Florida 33019. Ab2 Capital Partners LLC is registered to provide services to clients in the state of Florida.

    Assets Under Management

    $867.0 million

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    1201 S Ocean Drive
    Hollywood, FL 33019

    Ab2 Capital Partners LLC by the Numbers

    Total Assets Under Management

    $867.0 million

    National Average: $8.6 billion
    Total Number of Employees

    1

    National Average: 64
    Total Number of Accounts

    14

    National Average: 375,227
    Average Account Size

    $61.9 million

    National Average: $23.0 thousand
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    Products and Services

    Financial services offered by Ab2 Capital Partners LLC include portfolio management for individuals and small businesses and selection of other advisers. It does sell products or offer services aside from investment advisory services to its clients.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    A financial advisor's fees usually depend on the type of services offered. Fee types charged by Ab2 Capital Partners LLC can consist of some blend of the following fee structures: fixed or other. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 32% of firms

      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.

    • Offered by 10% 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 69% of firms that offer this fee type

      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.

    • Find one of the 21% 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 1% 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 26% of firms that offer this fee type

      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.

    • Find one of the 0% 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.

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    Disclosures

    Ab2 Capital Partners LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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