Elizabeth
Ward
Abacus Wealth Partners
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About this Advisor
Elizabeth Ward is a financial advisor based in Charlotte, North Carolina, working with Abacus Wealth Partners. Elizabeth has previously held positions at First Financial Group, A. Ward Financial Planning LLC, Workable Wealth, and Abacus Wealth Partners. Elizabeth has passed the Series 66 regulatory exam and is registered to provide services in California, North Carolina, and Texas. Currently, Elizabeth is part of Abacus Wealth Partners, which operates out of Charlotte, North Carolina. The firm has 13 offices and 71 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Abacus Wealth Partners includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Abacus Wealth Partners Brokerage Details
$3,137,060,878
71
5,804
$540,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Elizabeth Ward Work History
Abacus Wealth Partners
Workable Wealth
A. Ward Financial Planning LLC
First Financial Group
Disclosures
Please visit the SEC profile of Elizabeth Ward 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 Abacus Wealth Partners
Calabasas, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Sebastopol, CA
Santa Monica, CA
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