Andrew
Novelline
Abbot Financial Management, Inc
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About this Advisor
Andrew Novelline is a chartered financial analyst operating out of North Andover, Massachusetts who has 18 years of industry experience. Novelline is an advisor for Abbot Financial Management, Inc. They have spent the entirety of their career at Abbot Financial Management, Inc. Novelline is able to operate in Massachusetts. Abbot Financial Management, Inc is an advisory firm headquartered in North Andover, MA. The investment advisory business has just four people on staff. It administers $243 million in total assets between its 480 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises three charitable organizations. Of its 480 accounts, 37% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on which service is provided. However, fees billed by Abbot Financial Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abbot Financial Management, Inc Brokerage Details
$242,650,442
4
480
$505,522
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Andrew Novelline Work History
Andrew has been registered as a financial advisor for 18 years.*
Abbot Financial Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Novelline to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abbot Financial Management, Inc
North Andover, MA
North Andover, MA
North Andover, MA
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