1. What services do you offer?
We offer an array of services and solutions to clients including retirement solutions, investments, portfolio research, cash management, education savings, insurance and annuities, credit and lending, trust and estate planning, and corporate executive and business owner solutions. 2. What is your investment philosophy?
The Abrahamson Investment Group utilizes a unique process that blends three traditional investment philosophies to manage clients' assets. By using a combination of growth, value, and technical investing, we have created a multi-step process to try and reduce risk while maximizing returns in all types of market environments. Please visit our Investment Philosophy
page for additional information. 3. What are your account minimums?
We do not impose an account minimum for clients. There is a $500,000 minimum for customers, however. 4. What is your fee for a private consultation?
There is no fee for a private consultation with the Abrahamson Investment Group. We value an initial meeting as an opportunity to meet and ensure that the relationship is a good fit for both parties. 5. Are there types of clients you specialize in working with?
While there is no one particular group or industry we specialize in working with, we do work with a number of business owners, executives, and individuals in the medical field. 6. What does a client of the Abrahamson Investment Group experience that is unique?
We pride ourselves in our ability to provide truly exemplary service, our specialized investment process, and the relationships we're able to build with generations of clients and their families. 7. Is your practice fee-based or commission-based?
We offer both fee-based and commission-based platforms to our clients. While we specialize in creating and implementing model portfolios, which is how our fee-based platform is structured, we do utilize commission-based accounts for clients where appropriate. 8. What are your fees?
The average fee generated in a commission-based account will generally run between 1% - 3% depending upon factors such as the size of the trade. Please see our fee-based schedule by visiting our Pricing Structure
page. 9. What licenses do you hold? Are you a Registered Investment Advisor (RIA)?
All team members of the Abrahamson Investment Group are fully licensed (series 7, 63, 66). RBC Wealth Management is a SEC registered investment advisor. The Abrahamson Investment Group is considered an investment advisor representative which requires the series 65 or series 66 license. 10. Are you a fiduciary?
RBC Wealth Management and the Abrahamson Investment Group do act as fiduciaries if you choose to utilize one of our fee-based programs. RBC Wealth Management acts as the fiduciary and designates our team to act on their behalf. 11. How much contact do you have with your clients?
The frequency in which we interact with clients is left completely up to their discretion. We proactively contact clients based on their preference as frequently as monthly and infrequently as annually. We do recommend an annual review, at minimum, to ensure that we are still on track towards meeting your financial goals. We also encourage all of our clients to contact us at their convenience whenever a question or an issue were to arise. 12. How do I get started?
If you would like to meet to discuss your current financial position and future financial goals, please contact us at your convenience to schedule a complimentary consultation. We can be reached directly at (515) 225-4514 or via email firstname.lastname@example.org